Accountancy, Tax and Advisory Support for FCA-Regulated Businesses
Navigating the complex regulatory, tax, and financial reporting landscape is a daily challenge for financial services and insurance broking businesses. At Streets, we work with a wide range of Financial Conduct Authority- (FCA) regulated firms to provide clear, practical advice and sector-specific expertise.
Whether you are an independent financial adviser, an insurance broker, a wealth manager, or a specialist finance provider, we deliver tailored support to help you meet compliance obligations, manage risk, optimise business performance, and plan for sustainable growth. We understand the regulatory pressures, reporting standards, and commercial realities you face — and we are here to help you thrive in a demanding environment.
Trusted Financial Advice
Our specialist team acts for clients including:
- Independent Financial Advisers (IFAs)
- Wealth management firms
- Insurance brokers
- Specialist finance providers
- Financial technology (Fintech) start-ups
- Investment management firms
Our advisers have extensive experience supporting FCA-regulated firms, meaning we understand both the compliance framework and the commercial pressures you face.
Our Services for Financial Services and Insurance Broking Businesses
We offer a comprehensive range of accountancy, tax and advisory services designed for your sector, including:
Accounting, Compliance and Reporting
- Statutory accounts preparation
- FCA regulatory reporting and compliance support
- Capital adequacy reporting
- Client money (CASS) compliance advice
- Management accounts and internal reporting systems
Taxation Services
- Corporation tax compliance and planning
- VAT advice and partial exemption calculations
- Personal tax returns for directors and shareholders
- Advice on business structures for tax efficiency
Audit and Assurance
- Statutory audits for financial services firms
- Specialist assurance engagements for regulated activities
Business Growth and Strategic Advice
- Financial forecasting, budgeting and cash flow planning
- Business structuring for growth or exit
- Advice on mergers, acquisitions and business sales
- Succession planning and management buyouts (MBOs)
Personal Financial Planning and Wealth Management
- Pension planning and retirement strategies for business owners and key staff
- Investment structuring and wealth protection
Technology and Digital Solutions
- Cloud accounting and reporting systems
- Software selection, implementation and training for compliance and management efficiency
Why Choose Streets?
Financial Sector Expertise
We understand the regulatory environment and operational challenges unique to FCA-regulated businesses.
Personal, Locally Delivered Service
You’ll work with advisers who know your sector, supported by the national resources and expertise of Streets.
A Forward-Looking Approach
We help you stay ahead of regulatory changes and industry developments, ensuring you remain compliant, resilient and growth-focused.
Proactive, Value-Adding Advice
Beyond compliance, we provide insights and support to help you manage risk, optimise financial performance and achieve your business ambitions.
Financial Accountant FAQs
How do I find an accountant or financial advisor?
Do accountants deal with finance?
Absolutely. Beyond compliance and reporting, Streets accountants work closely with financial services firms on forecasting, cash flow management, business structuring, and strategic decision-making. We help you stay financially agile in a fast-moving market.
How to search for a good accountant?
In the financial services sector, the right accountant should have a deep understanding of industry regulations, client money handling, and capital adequacy. Streets brings all of this—plus a commercially focused approach to support your business growth and resilience.
