Industries
Financial Services
Specialist Accounting, Taxation & Business Support Services for Financial Services Industries
We understand the complexities and regulatory challenges that financial services organisations face. Whether you’re a capital markets broker, insurance firm, independent financial adviser (IFA), or asset management company, our expertise helps ensure your financial operations are robust, compliant, and primed for success.
Why CityEdge?
Financial services operate in a fast-paced, highly regulated environment. With evolving compliance requirements, global market influences, and intricate tax frameworks, businesses in this sector require a partner who not only understands these challenges but also offers tailored solutions to overcome them. That’s where we step in.
Our Comprehensive Services
We provide a full spectrum of services designed to support the unique needs of the financial services industry:
Accounting & Compliance
- Preparation of statutory financial statements
- Regular management accounts
- Cash flow forecasting and budgeting
- Regulatory compliance and reporting
Taxation Services
- Corporate and international tax planning
- VAT advisory and compliance
- Tax-efficient structuring and reliefs
- Managing HMRC investigations and disputes
Business Advisory Services
- Strategic growth planning
- Mergers, acquisitions, and valuations
- Risk management and internal controls
- Financial systems optimisation
Payroll & HR Solutions
- Comprehensive payroll services
- Pension scheme administration
- HR consultancy and compliance audits
Tailored Support for Diverse Financial Sectors
- Capital Market Brokers
Helping brokers maintain compliance with FCA regulations and optimise operational efficiency.
- Insurance Firms
Streamlining financial reporting, claims management, and tax strategies for insurers.
- Independent Financial Advisers (IFAs)
Ensuring IFA firms remain compliant while maximising tax efficiencies.
- Asset Management Companies
Supporting fund managers with financial reporting, investor compliance, and audit preparation.
Our Commitment to Excellence
With years of experience workingwith financial services organisations, we bring unparalleled expertise, meticulous attention to detail, and an unwavering commitment to client success. Our team stays ahead of industry trends and regulatory changes, providing proactive advice and solutions tailored to your needs.
Driving Value with Technology
We leverage the latest accounting software and financial tools to streamline processes, improve data accuracy, and enhance decision-making capabilities. From cloud-based accounting systems to advanced analytics, our tech-driven approach ensures your business stays competitive.
Let’s Elevate Your Financial Strategy
Partner with us to unlock the full potential of your financial services business. Contact us today to learn more about how we can support your accounting, taxation, and business advisory needs.