FINANCIAL SERVICES

FX Clearers and Traders

OUR SPECIALIST Financial SERVICES

OVERVIEW
Wealth and Asset Managers
Brokers
Fintech
FX Clearers and Proprietary Traders
Hedge Fund Managers

FX clearers and proprietary traders tend to have complex trading models. This is particularly true with income generation and how it is recorded. Having experienced advisers, familiar with these complexities and adept at focusing on key details, makes a difference.

Our financial services team has a wealth of experience working with both FX clearers and proprietary traders. This enables us to have a better understanding of the various income streams, whether they are commissions or the spread, and how these get recorded in the financial statements. Our knowledge of your industry enables us to immediately focus on what is important for you and your particular business model.

We help FX clearers and proprietary traders with:

  • Statutory audit
  • CASS 6 audit
  • CASS 7 audit
  • Preparation of statutory accounts
  • Bookkeeping and management accounts
  • Specialist VAT for financial services
  • Compliance with FGA regulations including the Investment Firms Prudential Regime (IFPR)

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NICOLA HALL

BILSHAN MENSAH

Sam Inkersole

In 2022, Sam won the Taxation’s Rising Star award at the Taxation Awards in and was named in the Accountancy Age 35 Under 35.

Jon Wedge

While Jon’s client work focuses on the financial services sector, he also oversees the firm’s assurance service, as well as supporting the trainees following in his footsteps.

ELANA DIMMER

Elana joined us in 2017 as an ACA trainee, after graduating from Durham University where she had studied languages. She is now a manager in our assurance team.

ENQUIRY FORM

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