Financial Services

Why haysmacintyre?

The financial services sector is becoming increasingly complex, competitive and regulated. It is vital you know how new rules affect your business so you can demonstrate integrity, transparency and innovation to win customers and stay ahead.

How we can help you

We specialise in helping financial services firms to meet their reporting obligations, avoid pitfalls and exploit potential opportunities. As experts in your field, we can give you the most relevant, up to date advice and we’re always available to answer your questions.

Who we help

Our clients include corporate financiers and fund managers amongst others – we now act for over 100 fund managers. We work with businesses of all sizes, including start-ups throughout their business lifecycle. We build long relationships with our clients, who value our open, honest and down-to-earth approach and they are happy to recommend us and over the years, most of our new business comes from referrals.

Our services

Our dedicated team of sector specialists are able to offer a wide range of services and are available throughout the year to ensure you have all of the ongoing support you need. Our services include:

Audit & assurance
FCA audits
GABRIEL reporting
Corporate tax

LLP tax
Personal tax
VAT
Outsourcing
Employment tax
Company Secretarial
Payroll

The list is by no means exhaustive, so do call us to discuss your specific needs. You can combine any of our services to suit your business goals and your budget.

Our prices are transparent and competitive and we’ll agree the charges with you upfront, so you won’t have any unexpected costs.

Case Studies

Business support, outsourced accounting

Our client is an FCA regulated investment manager with no employees. To ease the administrative burden on the members, we perform bookkeeping services, prepare quarterly management accounts and prepare and submit quarterly VAT returns with a seamless approach and efficient communication between the team and members.

Members of the LLP deal principally with one team member with others on hand as required, in addition to this work being overseen by a Manager and Partner. This approach provides continuity and the benefits of sector and entity specific knowledge. Recently the client expanded, setting up several new entities with various reporting dates. In taking on the accounting functions for these, we also assisted with set-up and compliance, identifying opportunities to streamline the process by involving our tax and Company Secretarial departments.

By outsourcing to haysmacintyre, the members can focus attention on growing the LLP, simply having to review the submissions drafted by our business support team, without worry of late filing penalties or noncompliance with regulation.

Outsourced accounting and advice to support a growing international financial services company working to tight deadlines

We provide outsourced accounting services to a client in the financial services sector. They are a rapidly growing business and have recently made a substantial acquisition. They have overseas branches and are part of a group.

We prepare their accounting records and monthly management accounts online, working to a reporting deadline that falls a few days after month end. We report in dual currencies and consolidate the group position. We successfully integrated their substantial new operation into the monthly reporting process and continued to meet their deadlines. Our monthly process includes discussions about the financial results with the directors and investors.

Our client regards us as an integral part of their business. Our services extend beyond that of monthly accounting. We regularly meet with them to assess and understand their needs. We provide them with business advice, which we base on the up to date records we maintain. We also regularly prepare cash flow forecasts for them; we prepare annual financial statements; we liaise with their Big 4 auditor and fully support the audit process for them.

What our clients say about us

“We transitioned our firm’s audit requirements to haysmacintyre back in 2014 and haven’t looked back. The team, have provided excellent support and advice throughout our engagement to date. The audit, financial statements preparation and ad hoc work during the year has always run smoothly, on time and on budget and we have been impressed by the quality, professionalism and continuity of the team. We have had similar positive experiences with the haysmacintyre tax practice. We wouldn’t hesitate to recommend their practice to other firms.”

Bill Prew, Chief Executive Officer INDOS Financial Ltd
“haysmacintyre performs a variety of services for our Company including the annual audit, tax return, and payroll processing. We trust in haysmacintyre to take care of these vital functions for our business because they consistently provide excellent service with both a professional and personal touch. They are our trusted advisors in the UK and knowing that we can count on them to keep us up to date on the regulatory environment and filing requirements helps us be able to focus on our core business. haysmacintyre continues to be the service provider that is efficient, friendly, and more than just competent.”

Samantha Moore PFG-UK Ltd
“haysmacintyre have been the auditors of both our FCA regulated entity and our Services Company since we started our business. Throughout this time Mel Pittas and her team have demonstrated an in-depth knowledge of the AIFM sector and our audit requirements as a hedge fund manager. They continue to perform at a high level and we are very happy to recommend them.”

Chude Chidi-ofong Engadine Partners
“haysmacintyre was recommended to us when we set up our management company in 2015. We have been delighted with our choice from day one – we have found haysmacintyre to be highly professional, competent, efficient, effective and responsive. Audit with a friendly, low-fuss, cost effective, stress-free and proficient face!”

Alan Jacobson, Chief Financial Officer Glen Point Capital
“haysmacintyre has been completing our annual audit and tax returns since we were established in 2005. The service provided has been consistently professional, efficient and thorough. Our partner offers a friendly and pragmatic approach. We value their professional opinion and feel confident to discuss a variety of matters. Our satisfaction in the services provided is reflected in that we regularly recommend haysmacintyre to our peers.”

Graeme Hastings, Chief Operating Officer IVI