Gerry Collins offers a range of services for start-ups, newly authorised and established businesses in the sector.

Wingrave Yeats has many years experience of providing a personal service to clients in the Fincial Services Authority sector. As the needs of every client are different we tailor services around individual requirements and budget constraints. We offer a very hands-on service for start up's to help them through the difficult early months of regulatory life. For more established businesses we can offer a range of business and tax planning services geared to the future aspirations of the key stakeholders.

Our start up services include:

•    Explanation of how the FSA Application process works
•    Preparing financial projections and assistance with preparation of Regulatory Business Plans
•    Discussion on capital requirements
•    Tax planning issues regarding proposed structure
•    Review of business IT systems
•    General consultancy advice throughout the application
•    Acting as auditors for the FSA application

For newly authorised entities we can offer a complete range of services to allow you to concentrate on the key areas of running your business. These services include:

•    Set up IT and accounting systems
•    Put all tax registrations in place
•    Explain in simple language the Self Assessment taxation system for new partnerships
•    Maintain the business accounting function
•    Prepare monthly/ quarterly management accounts
•    Interpret the accounting information to produce any reports required
•    Prepare and submit FSA financial returns
•    Provide a complete payroll service and advise on remuneration planning and benefit packages

For established businesses we offer a cost effective audit and tax compliance service geared to providing a timely and efficient service.

Updating Clients

We ensure our FSA sector specialist Partners, managers and staff are up to date technically in this fast evolving area. We also ensure our clients are aware of key FSA amendments to the handbook that may affect their business.
 
Our Network of Contacts

Through our varied work in this sector we have contacts with a network of other service providers. We have close working relationships with specialist compliance advisors, solicitors, banks, IT consultants, financial planning and insurance advisors.  Should you need any of their services, we would be happy to make appropriate introductions.

More information

Outsourcing: Driving Operational Efficiency in Financial Market Entities by Gerry Collins
Hedge Funds: Will they Survive? by Gerry Collins
Euromoney article: Why CFOs should stop mistrusting hedge funds


Please contact Gerry Collins if you would like to discuss our Financial Markets services further. See Contact Us for details.