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Mike Ayres – Financial Services Sector Specialist

When your firm is authorised by the FCA you can display their badge to demonstrate that you have met the high standards required. With this comes additional demands upon your business to prove that your business is in a strong financial position and can weather any storms that come your way.

In addition you may hold funds on behalf of your clients and doing so increases the requirements on your systems and controls as well as the level of reporting required.

All of this can put a huge burden on your time and take you away from doing the day to day work that can help your business to grow and thrive.

Mortgage and Insurance Expertise

Outsourcing support – to assist with bookkeeping or preparing management accounts.

GABRIEL assistance – RMAR returns are generally due quarterly or half yearly, 30 business days after the period end.

Reasonable assurance – where over £30,000 of client assets are held or a Non-Statutory Trust accounts used.

Advisory services – maximising the value of your business through reducing risk and increasing profits.

Dealing with and understanding these day to day requirements of businesses in your sector (whether we assist you with them or not) helps when it comes to preparing your statutory accounts or any queries you have.

Can incremental productivity gains deliver lasting value?

Accounting Computer Graphic

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’


In this business services sector white paper, we explore the contribution that small and medium-sized business services firms make to the UK economy and how to achieve growth even in uncertain economic times.

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?

Brighter Thinking Resources


The following articles may be relevant to mortgage and insurance firms:

Industry Links


Contact our Financial Services sector team