Today, more than ever, in a complex market with increased regulation, our clients need specialists with in-depth experience in the financial services spectrum.
Our Financial Services team, led by eight partners, is one of the largest outside the Big 4. We advise clients across the financial services sector – insurance, payment services, funds and asset management and consumer credit. We are proudly ranked among the top 6 accountancy firm advisers to UK insurers.
We offer relevant and practical advice to guide and enable you to maintain rigorous control, manage risks and achieve business growth. You can rely on us for a range of assurance services from statutory and CASS audits to governance, risk and control, industry-framed tax advice, and specialist skills in due diligence, valuation and restructuring.
We draw on our own extensive experience and the connectivity created from our worldwide network of international PKF colleagues to advise our financial services clients wherever they do business.
Our sectors
Insurance
With over 150 years’ experience in the insurance market, PKF has built up a solid and comprehensive reputation as one of a small number of UK accounting firms with in depth expertise in supporting businesses, their owners and investors across the insurance industry.
Our varied client base includes Lloyd’s syndicates, insurance companies and mutual insurers, brokers and MGAs – including many businesses harnessing the power of technology to transform the insurance industry. We also act for many other clients involved in the insurance industry, including Lloyd’s corporate members.
Payment services
As the payments sector has evolved since first regulated in 2009, the size of firms has become larger. The most successful firms have developed high-level IT platforms that drive their businesses.
We offer services from statutory audit and financial reporting to regulatory advice and assurance. Our tax experts understand the importance of structuring, planning and compliance. We will help and guide you if you are looking for external finance or other transactional support.
Funds & asset management
As the operator of a fund or the owner of an asset manager you will be very familiar with managing complex rules and regulations. The regulatory environment for asset management firms has changed in recent years with several new regulations, including the Markets in Financial Instruments Directive (MIFID II) and the Alternative Investment Fund Managers Directive (AIFMD). Our specialist funds and asset management team provides the full range of audit, assurance and advisory services as well as expert advice on the range of complex issues faced by funds and asset management firms.
Consumer credit
The consumer credit industry is changing fast. Digital solutions delivered by technology-driven businesses are making credit increasingly accessible for consumers to make purchases which would otherwise not be affordable. Customers expect competitive finance packages, instant decisions and reduced administration. Businesses rely increasingly on data to make strategic decisions and cutting-edge systems to reach their markets.
Private Equity
We offer a wide range of Private Equity services to funds and portfolio companies, supporting our clients through every stage of the PE lifecycle. Our PKF team of experts has built a strong reputation in the industry, specialising in the mid-market.
How we can help
