Specialist Accountants for Financial Services

Expert Support for Insurance, Brokerage & Financial Advisers

Expert accounting, tax and compliance support for insurance firms, brokers, IFAs and financial services businesses across the UK.

Specialist Accountants for Financial Services
About Us

Comprehensive Accounting for Financial Services

Tailored tax support for diverse clients

Accounts & Tax Compliance

FCA Compliance & Reporting

Commission Income Planning

Business Structure Advisory

Professional Indemnity & Insurance

Management Accounts & Forecasting

Payroll & Auto-Enrolment

Growth & Exit Strategy Planning

Financial Services
Sector Expertise

The financial services sector operates in a highly regulated environment with unique compliance requirements, commission structures and tax considerations. Our specialist accountants understand the FCA framework, regulatory reporting obligations and the specific challenges faced by insurance firms, brokers and advisers. We combine technical accounting expertise with deep sector knowledge to provide practical, proactive support that helps your business thrive whilst remaining fully compliant.

Maintaining Compliance

Stay fully compliant with all HMRC requirements

Reducing Liabilities

Strategic planning to minimise your tax burden

Protecting Long-Term Financial Wellbeing

Securing your financial future with expert guidance

Professional illustration

Ready to optimise your financial services practice?

Expert advice tailored to your financial services business

0121 777 1200info@rus.co.uk
1190A-1192 Stratford Road, Hall Green, Birmingham, B28 8AB

Why Financial Services Firms Choose RUS

Sector Expertise

Sector Expertise

Deep understanding of financial services sector regulations, FCA requirements and industry-specific tax planning opportunities

Regulatory Knowledge

Regulatory Knowledge

Comprehensive knowledge of compliance obligations, client money rules and regulatory reporting requirements for financial services firms

Proactive Tax Planning

Proactive Tax Planning

Strategic tax advice tailored to commission-based income, profit extraction and the unique structure of financial services businesses

Transparent Fees

Business Growth Support

Practical support for scaling your practice, improving profitability and planning for long-term success in the financial services sector

Trusted by Financial Services Professionals

Hear from businesses and individuals we've supported

RUS have been instrumental in helping us navigate FCA compliance requirements whilst optimising our tax position. Their sector knowledge is exceptional.

David Richardson

Independent Financial Adviser

As an insurance brokerage, we need accountants who understand our industry. RUS provide expert advice on commission structures and regulatory reporting.

Sarah Mitchell

Insurance Brokerage Managing Director

The team at RUS understand the complexities of mortgage brokerage accounting. They have saved us significant time and helped us plan our growth effectively.

James Patterson

Mortgage Brokerage Principal

Let's discuss your financial services accounting needs

Professional accounting support for your practice

0121 777 1200info@rus.co.uk
1190A-1192 Stratford Road, Hall Green, Birmingham, B28 8AB

Financial Services Accounting FAQs

Yes, we have extensive experience working with FCA-regulated firms including independent financial advisers, insurance brokers, mortgage brokers and wealth management companies. We understand the regulatory reporting requirements and compliance obligations specific to the financial services sector.
Absolutely. We provide comprehensive support with FCA compliance including regulatory returns, client money reporting, financial resources calculations and ongoing compliance monitoring. Our team stays current with FCA requirements to ensure your firm remains compliant.
We provide specialist tax planning for commission-based income, helping you structure your affairs tax-efficiently. This includes advice on profit extraction strategies, dividend planning, pension contributions and ensuring you benefit from all available reliefs and allowances.
Yes, we provide strategic advice on business structures for financial services professionals. Whether you are operating as a sole trader, partnership or limited company, we assess your circumstances and recommend the most tax-efficient structure that meets your regulatory and commercial needs.
Yes, we have significant experience supporting financial services firms through mergers, acquisitions and practice sales. We provide due diligence, valuation advice, tax planning for exits and ongoing support to ensure a smooth transaction and optimal tax treatment.
Our fees are tailored to the size and complexity of your financial services business. We provide fixed-fee quotes based on your turnover, regulatory requirements and the level of support needed. Contact us for a no-obligation discussion about your specific requirements.

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