Financial Services

We’re recognised in the financial services sector for our audit, tax and accounting services. Yet that’s only part of our offering. We can provide the full range of accountancy services to support your business from start-up to exit – effectively being your go-to finance team.

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Why haysmacintyre?

In such a competitive and regulated sector, you need support that understands your business, is informed and up to date and will always be ready with practical, plain-speaking advice. All of which you’ll find with haysmacintyre.

haysmacintyre is widely regarded as one of the best firms for audits outside the Big Four, with the bonus of being more personable. But there’s more to us than audits.

We’ve grown our specialist Financial Services team rapidly in recent years, not only to fulfil our clients’ year-end audit and compliance obligations, but increasingly to satisfy demand from businesses wanting a complete accounting service.

Many come to us at launch or even pre-launch stage for help with structuring, company and VAT registration, and ask us to handle the essential day-to-day aspects such as Company Secretarial, payroll, tax advisory and outsourced accounting. Establishing a relationship with our clients from day one allows us to offer the most helpful proactive advice.

As our long-standing clients will attest, we get to know them almost as well as they know themselves. We’ve enthusiastically supported the business journey of a client who grew from AUM of £25m to £1bn in just five years. Whether they’re a private equity group, a fund manager, fintech firm, corporate financiers or a multinational billion dollar asset manager with a UK presence, our clients keep coming back to us.

We also build strong relationships with specialists in other disciplines, which ensures we can refer you to providers who we trust to provide helpful and authoritative answers. We’re also co-founders of the MSI Global Alliance, giving you links to dependable service providers in over 100 countries worldwide.

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Reporting and making the news

We believe it’s our role to keep at the forefront of developments, so we can always bring our clients the latest news and advice. We regularly speak on topical panels at sector-specific events, publish articles and updates, and share our sector commentary through channels such as LinkedIn.

As proof that our opinions are sought after and appreciated, Melanie Pittas, Partner and Co-Head of Financial Services, was ranked as one of the Top Ten Most Influential People in Service Provision by the respected investment industry journal 2020. Additionally, the team was awarded ‘Best Auditor’ at the HFM Global European Service Awards 2021, a recognition of the dedication, expertise and exceptional client service that we provide to the Financial Services sector.

As Financial Services specialists, we provide not just a year-end, but also a year-round response.

We are well-regarded for our friendly, down-to-earth approach and for our efficiency – using automation and analytics where appropriate to keep our services cost-effective.

We offer a full suite of services and, by collaborating with our colleagues in other areas, many more too.

Services

  • Audit & assurance
  • CASS audits
  • Tax structuring
  • Corporate tax
  • Partnership tax
  • Personal tax
  • VAT
  • Employment tax
  • RegData (previously GABRIEL) filings
  • Outsourcing accounting
  • Company Secretarial
  • Payroll
  • Track record reporting
  • International services

Outsourcing

Whether you are a scale up business, an established business, or an overseas company setting up in the UK, our comprehensive offering allows you to run your day-to-day operations more efficiently and cost effectively.

Corporate and Private Client eNews

The latest edition of our eNews is now available to download by clicking on the button below and visiting our publications page.

Volatility in rates – an opportunity or risk for finance teams?

We are delighted to invite you to our webinar exploring the impacts of volatility and how opportunities can be realised from risk.

‘Holding Strong: Alternative Investments in a Volatile Markets’

Our Financial Services team, Bernadette King, Melanie Pittas, Karen Allan and Emily Barber, have recorded a video sharing their individual journey within the male dominated sector, as well as haysmacintyre’s successful mentoring programme.

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

Bernadette King

Partner, Co-Head of Financial Services
Email Bernadette

Melanie Pittas

Partner, Co-Head of Financial Services
Email Melanie

Insights

See all of our latest news related to Financial Services.

View more related latest
Insights
Financial Services
Preparing for your audit

1. Communication with your auditors Regular and clear communication with your auditors before, during and after...

Read more
Insights
Financial Services
HMRC’s continued focus on crypto investment

The Crypto-Asset Reporting Framework (CARF), led by the UK, is the Organisation for Economic Co-operation...

Read more
Insights
Financial Services
VAT Treatment of Payment Processing Services

‘Target’ decision means payment businesses may not meet the conditions for VAT exemption. The Supreme...

Read more
freelancer working
Insights
Financial Services
Tax basis period reform – Are you affected?

Historic treatment Up until and including the 2022/23 tax year, the self-employed and unincorporated businesses were...

Read more
Insights
Financial Services
Salaried member rules update in light of BlueCrest Capital

Background The original FTT decision was published on 29 June 2022. In our previous article, we explained...

Read more
Woman working on phone with calculator
Insights
Financial Services
Intermediaries and VAT – What it means for you

Why is it important? As an intermediary, depending on the nature of the services you...

Read more
Case studies
International
Outsourced accounting and advice

We provide outsourced accounting services to a client in the financial services sector.

Read more
Insights
Financial Services
Preparing for your audit

1. Communication with your auditors Regular and clear communication with your auditors before, during and after...

Read more
Insights
Financial Services
HMRC’s continued focus on crypto investment

The Crypto-Asset Reporting Framework (CARF), led by the UK, is the Organisation for Economic Co-operation...

Read more
Insights
Financial Services
VAT Treatment of Payment Processing Services

‘Target’ decision means payment businesses may not meet the conditions for VAT exemption. The Supreme...

Read more
freelancer working
Insights
Financial Services
Tax basis period reform – Are you affected?

Historic treatment Up until and including the 2022/23 tax year, the self-employed and unincorporated businesses were...

Read more
Insights
Financial Services
Salaried member rules update in light of BlueCrest Capital

Background The original FTT decision was published on 29 June 2022. In our previous article, we explained...

Read more
Woman working on phone with calculator
Insights
Financial Services
Intermediaries and VAT – What it means for you

Why is it important? As an intermediary, depending on the nature of the services you...

Read more
Media
Corporate
Brexit series: The related withholding tax changes

Read more
Press
Financial Services
haysmacintyre shortlisted for ‘Best outsourced provider’ in the HFM European Awards 2024

HFM European Services Awards recognise and reward hedge fund service providers who demonstrate exceptional client...

Read more
Press
Financial Services
Melanie Pittas ranked fourth in 2&20’s ‘Top 100 Most Influential People in Service Provision for Alternative Investment Firms’

2&20 believe in the principal that people in the service provision sector have the power...

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Press
Corporate
haysmacintyre shortlisted for ‘Best Audit Firm’ at the Private Equity Wire European Emerging Manager Awards 2023

The Private Equity Wire European Emerging Manager Awards recognise excellence among private equity emerging fund...

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Press
Corporate
Co-head of Financial Services, Melanie Pittas named as one of the ‘Top 100 Most Influential People in Service Provision to the Investment Space’

TwoandTwenty believe in the principal that people in the service provision sector have the power...

Read more
Press
Corporate
haysmacintyre shortlisted for ‘Best outsourced provider’ in the HFM European Awards 2023

HFM European Services Awards recognise and reward hedge fund service providers who demonstrate exceptional client...

Read more
Press
Corporate
Haysmacintyre shortlisted for ‘Best Start-Up Solution’ in the Private Equity Wire European Awards 2023

The Private Equity Wire European Awards recognise excellence among private equity fund managers and service...

Read more
Corporate and Private Client eNews
Publications
Corporate
Corporate and Private Client eNews

The latest edition of our Corporate and Private Client eNews is now available to download.

Read more
Corporate and Private Client eNews
Publications
Corporate
Corporate and Private Client eNews

The latest edition of our Corporate and Private Client eNews is now available to download.

Read more
Corporate and Private Client eNews
Publications
Corporate
Corporate and Private Client eNews

The latest edition of our Corporate and Private Client eNews is now available to download.

Read more
Corporate and Private Client eNews
Publications
Corporate
Corporate and Private Client eNews

The latest edition of our Corporate and Private Client eNews is now available to download.

Read more
Corporate and Private Client eNews
Publications
Corporate
Corporate and Private Client eNews

The latest edition of our Corporate and Private Client eNews is now available to download.

Read more
Corporate and Private Client eNews
Publications
Corporate
Corporate and Private Client eNews

The latest edition of our Corporate and Private Client eNews is now available to download.

Read more

Awards and Accreditations

Accounting Excellence Large Firm of the Year 2023
eprivateclient top accountancy firm 2023

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