Independent Financial Advisers and Insurance Brokers
The financial service industry is highly regulated and our clients operating within this sector have an increasingly complex day to day business environment to contend with. The changes from commission to fee-based income and the control and regulation of client account funds have been common causes for concern. We regularly assist our clients in this area to deal with the increasing changes and complexity being introduced by the Financial Conduct Authority.
We have detailed expertise in financial services and have a knowledge of the issues currently facing businesses in this environment. In addition to our mainstream compliance services of accountancy, taxation and audit, we have expertise in the following areas:
- Capital adequacy and business structures
- Management accounts and Gabriel returns
- Business valuations
- Equipment finance and leasing
- Tax planning
- Client account control and examination
We work with all our clients to organise their business affairs in the most tax effective way possible, taking into account the future growth plans of the business.