In the complex landscape of the financial services industry, Saffery stands as your dedicated partner.
We understand that navigating this highly regulated environment poses challenges, and that’s why our team of experts are here to provide not just solutions, but personalised and practical guidance for your business.
How we can help your business
We offer a wide range of services, including statutory audits, reasonable and limited assurance CASS, internal systems and controls reporting (AAF 01/20), client money systems reviews, corporate finance transactions, and FCA interim profits reviews.
We’ve fine-tuned our audit and assurance services for financial services businesses. Our tailored solutions ensure compliance, transparency, and confidence in financial and non-financial reporting.
We go beyond audit standards to ensure a thorough examination.
Our expertise includes in-depth client asset assurance assignments and robust reviews of systems and controls, ensuring a detailed assessment of your client asset and money processes.
Navigating recent changes, we go beyond the ordinary to report on compliance with all aspects of the CASS rulebooks, addressing the evolving landscape for businesses in the financial services sector.
As a trusted service auditor, we prepare AAF 01/20 reports tailored for various industries, including custody, fiduciary management, fund accounting, and investment management.
Recognising evolving needs, we offer ad-hoc assurance services, covering agreed-upon procedures such as remuneration procedures and interim profits reviews for Financial Conduct Authority (FCA) capital purposes.
Understanding the intricate tax terrain of partnerships, we understand that limited liability partnerships (LLPs) and individuals in financial services demand bespoke strategies. We can design personalised solutions to optimise your financial position.
We can delve into the nuances of partnership taxation with ease, covering profit allocations, capital contributions, and distributions. We can also help prepare your partnership tax return.
Our tailored tax services for individuals – whether you’re a self-employed consultant, a financial firm partner, or an executive with complex compensation – go beyond just compliance; we provide proactive strategic advice.
Our wide-ranging services cover partnership and LLP tax compliance, individual self-assessment compliance, succession and retirement planning, mergers and acquisitions (M&A) support, creation and review of tax-efficient structures, and remuneration tax planning and advisory services.
In a dynamic economic environment with evolving regulatory frameworks, the financial services sector demands specialised accounting and advisory services.
In the financial services sector, accurate and timely financial reporting is crucial and often required by the FCA. Our accountancy services take a comprehensive approach to financial reporting, ensuring compliance with industry standards and regulatory requirements. Count on our team’s strong experience in both UK GAAP and UK-adopted IFRS for your annual reporting needs.
Being forward-looking and proactive is key. Our accountancy advisory services are particularly useful for those being audited by another firm or those seeking insights into how strategic choices may impact future financial statements.
Operating in a highly regulated environment, the financial services sector requires vigilance in navigating ever-changing regulations. Our services are designed to guide you through the complex regulatory terrain, ensuring ongoing compliance with current and upcoming regulations. We work effectively with your compliance consultant or other advisers.
Rely on us for a wide range of services, including accounting, outsourcing, forensic and litigation support, business share valuations, transaction support, succession planning, and payroll. Our proactive accounting and advisory support is tailored to the needs of the financial services sector.
Corporation tax requires precision and expertise. We understand the unique challenges faced by businesses in the financial services sector and are committed to providing a full range of specialised corporation tax services.
Meeting your UK corporation tax compliance obligations is our expertise. We assist with:
Beyond compliance, our advisory services cover crucial areas, such as:
Our integrated compliance and advisory services cover all aspects of UK employment tax and National Insurance contribution matters. This includes:
Drawing on extensive experience across sectors and life-cycle stages, we excel in carrying out business valuations for various purposes. Get in touch to find out how we can help your business.
We solve complex VAT problems in a practical and cost-efficient manner. Our proactive, knowledgeable team offers services such as:
Why choose Saffery?
As specialists in the financial services sector, we bring a unique blend of industry insight, tailored solutions, and a commitment to exceeding our clients’ expectations.
Our approach is partner-led, meaning you’ll receive a high-quality and cost-effective service. We’re dedicated to alleviating the pressures across a number of highly regulated sectors, making it easier for you to achieve your goals.
Get in touch with our team to find out more.