Financial Services

Menzies Financial Services Expertise

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Menzies works with clients across the sector including mortgage and insurance brokers; investment businesses; platforms offering P2P lending and crowdfunding solutions; fintech business; asset managers and alternative investment schemes. We have the knowledge that is required to help navigate the regulatory requirements including client money and RegData requirements as well as the expertise to help understand the issues businesses face, suggesting innovative and #BrighterThinking solutions that help businesses to grow.

Brighter Thinking Testimonial from ICEN RISK:

Mortgage & Insurance Brokers

Whether a broker, intermediary or working with London Markets, there are questions to answer.

Safeguarding Client Funds (inc. CASS)

Whether holding client money under CASS or EMI/PSD regulations there is lots that needs to be done.


A competitive and tough sector with many challenges. What are you doing to get ahead?


With so many new ideas coming out of the woodwork, find out what we think you should be thinking about.

Alternative Investment Funds

Alternative investment funds of ‘AIFs’ that do not meet the requirements for exemption are considered to be ‘full-scope’ and therefore subject to more stringent FCA regulation.

Asset Managers

Asset Managers’ main objectives are to achieve growth for their clients by making the right investment decisions that will increase the overall value of their clients’ funds.

More Financial Services Brighter Thinking

Extended Thought Leadership

Can incremental productivity gains deliver lasting value?

Most people already know that UK productivity is not as strong as it should be, but do you understand why it matters and what you can do about it?

In our latests business services insights report, we explore why and how business owners can boost productivity within their own operations.

Everyone Wants ‘More for More’

The customer mantra ‘we want more for less’ seems to crop up with remarkable regularity when discussing budgets and plans for the year ahead.

Instead of giving into such cost pressures, however, most forward-looking business services firms realise that the key to growth is convincing customers that they are worth ‘more for more’ – but how should they go about it?

More about Menzies Business Services sector expertise.
Download the Business Services Sector Brochure.

Contact our Financial Services sector team

    Service head

    Mike Ayres - ACA


    Mike Ayres is a Director at Menzies in Farnborough specialising in advisory services, audit and compliance for SME/ medium sized businesses.