COMPLEXITY… SIMPLIFIED
Financial Services
The challenges and opportunities for financial services businesses are varied. The more experienced your advisers are, the further your business can go.
OUR SPECIALIST Financial SERVICES
Our team is experienced in helping businesses and entrepreneurs across the financial services sector. From startups to large groups; from UK-based to international and inward investing; from the traditional to the innovative. Many of the businesses we support are regulated by the Financial Conduct Authority (FCA) or seeking FCA authorisation.
Our clients include:
- Wealth and asset managers
- Brokers
- E-money institutions (EMIs) and e-payment services
- Fintech, including cryptocurrency, NFTs and blockchain
- FX clearers and traders
- Hedge fund managers
- IFAs
- Businesses regulated by the Financial Conduct Authority (FCA) or seeking FCA authorisation
Our specialist, up-to-date knowledge enables us to help you find solutions and strategies for the complex issues you deal with, day-to-day and longer term. We can help you with:
- Statutory audits
- CASS audits
- Safeguarding audits
- Preparing statutory accounts
- Bookkeeping and management accounts
- Payroll
- Tax planning and structuring
- Specialist tax consultancy, including VAT and digital asset tax issues
- Tax relief schemes including the Enterprise Investment Scheme (EIS), Seed Enterprise Investment Scheme (SEIS) and Enterprise Management Scheme (EMI)
- Expanding to or from the UK
- Compliance with FCA regulations including the Investment Firms Prudential Regime (IFPR) and Consumer Duty
As a member of Innovate Finance, we can connect clients to other FS experts across the sector who can support your business.
who we're trusted by
OUR TEAM
LOREM IPSUM DOLOR SIT
Amet purus gravida quis blandit turpis cursus in. Vulputate dignissim suspendisse in est. Interdum velit laoreet id donec ultrices tincidunt. Odio euismod lacinia at quis. Tristique et egestas quis ipsum suspendisse ultrices.
Play Video
GET IN TOUCH TODAY
FIND OUT HOW OUR TEAM OF SPECIALISTS CAN HELP YOU
"We recommend BKL for their range of services. It means they’re experts not only in the financial services sector but in our business too. And most important of all to me, they are always available for help, discussion and general brainstorming.”
Chiehmi chan
CEO at Niten Capital Management
