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Introduction

In partnership with a leading firm of accountants, we can provide our members with the following services:

• Audit

  • This vital service is available to all Members. The accountants have considerable experience auditing clients in the financial services industry  and provides a personal approach, which is essential in auditing.

• Corporate Tax

  • Taxation is a complex subject particularly in relation to the financial services industry. The accountants have built a deep knowledge over many years and its accountancy service will be of considerable value to all members.

• Business Advice

  • The accountants specialise in advising owner-managed businesses. The company is pro-active in helping clients to grow their businesses, providing general commercial advice in addition to the business accountancy work.

• Compliance Advice

  • We offer a tailored compliance service to all members through the accountants, who are experienced in Compliance.. This service can be in conjunction with our own in-house compliance consultant Sturgeon Ventures.

• Payroll and VAT Administration

  • We offer members a  full administration service for handling employee matters including, Payroll, Taxation and VAT returns.

• Monthly Management Accounts for Shareholders and Executive Staff

  • The accountants offer members a Monthly Management Account service that provides all the relevant information members need to ensure the success of their business and to enable shareholders and executive directors to maintain management control.

• Personal Tax

  • The accountants can provide owners of member firms with guidance and advice on individual tax matters. Every situation is different so they will tailor their service to your specific needs.

• FSA Authorisation and Registration

  • In the UK, the FSA requires all investment service firms to be authorised and regulated. The accountants have considerable experience in advising clients on the important financial aspects of authorisation and regulation.

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