Getting it right for the FCA

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FCA compliance reporting

FCA-regulated accounting and compliance services

From start-up to managing your first billion of AUM and beyond, we are with you every step of the way.

Whether you are a start-up or an established fund, there are numerous factors to consider when positioning your business for growth. Success requires strategic acumen, unwavering determination, and a resilient attitude, alongside hard work, innovation, and a dedicated team. At Wilson Partners, we understand the unique challenges faced by our FCA-regulated clients. We are committed to supporting you on your journey, ensuring a smoother path to achieving your goals.

Our dedicated financial services team possesses extensive experience in the Alternative Investment sector and excels in assisting FCA-regulated managers. Our specialists offer a comprehensive suite of services, collaborating with firms of all sizes, including fund managers, private equity groups, fintech firms, wealth managers, financial advisors, corporate financiers, and multinational asset managers with a UK presence.

There are numerous considerations when establishing and expanding your business.

reporting

How we assist FCA regulated businesses

RegData reporting

Management accounts

Cloud accounting

Bookkeeping

VAT returns

Payroll

Statutory financial statements

Audit

Corporate/partnership tax reporting

Personal tax reporting (for UK and USA)

Tax planning / structuring

Company secretarial

Shareholder agreement and LLP or limited company setup

VAT registration

PAYE registration

Our RegData reporting service covers:

  • Monthly or quarterly monitoring of your Capital Resource Requirement (CRR) and Liquid Asset Threshold Requirement (LATR).
  • Comprehensive reporting, including Own Funds (MIF001), Liquid Assets (MIF002), Monitoring Metrics (MIF003), Balance Sheet (FSA029) and Income Statement (FSA030).
  • Providing early insights into potential compliance deficits, enabling proactive action to meet FCA deadlines.

At Wilson Partners, we understand that FCA accounting and compliance can be complex, but our team is here to make it simple, efficient and stress-free. Whether you’re looking to setup or grow and scale your existing FCA-regulated business, we’re the ideal partner to support you and your team.

Get in touch
Call us on 0330 057 6265 for a no-obligation chat