Observant Chartered Accountants for Finance & Investment in the UK
ABM Chartered Accountants provides expert accounting for finance & investment across the UK, from regulated advisory firms to private investment companies. Our ICAEW and ACCA qualified team handles FCA compliance, investment income, CGT planning and tax strategy for financial services businesses and individual investors.
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What Our Clients Say About Us
Hundreds of businesses across the UK trust ABM Chartered Accountants for reliable, expert, and genuinely personal accounting services. See why clients rate us as their most trusted financial partner.
Accounting Built for Finance and Investment
Finance and investment businesses face challenges that general accountants rarely handle. FCA regulatory reporting, management fee recognition, Capital Gains Tax, dividend income and SEIS relief claims all demand advisors who know how financial services and investment income are taxed.
ABM Chartered Accountants works with investment managers, wealth advisors, trading firms, family investment companies and FCA-regulated businesses across England, delivering structured financial support for finance businesses and individual investors. Every regulatory return, tax filing and company account is handled accurately.
Helping Finance Businesses Stay Compliant and Tax-Efficient
Finance and investment professionals need more than basic compliance. ABM Chartered Accountants prepares FCA returns, investment income schedules, CGT disposal reports, dividend planning and regulatory capital calculations, giving finance businesses clear visibility over compliance status and tax efficiency.
Whether you run an FCA-regulated firm, manage a private portfolio, operate a family investment company or advise clients on wealth, our ICAEW and ACCA qualified team adapts to your structure, keeping the business and individual investors covered on all obligations.
Our Accounting Services for Finance & Investment
We offer a full range of accounting, tax and advisory services for finance & investment, designed around the demands of regulatory compliance, investment taxation and financial services firms operating across the UK.
Accounting Solutions
Expert annual accounts, year-end reporting, and accurate financial statements for UK businesses.
Bookkeeping
Cloud-based bookkeeping with Xero, QuickBooks, and Sage to keep accounts accurate.
Corporate Tax
Corporation tax compliance, computations, and strategic planning for UK companies.
VAT
VAT registration, quarterly returns, and Making Tax Digital compliance for UK businesses.
Payroll
End-to-end payroll, PAYE, RTI submissions, and pension auto-enrolment managed on time.
Audit & Assurance
Compliance, investigation, stock, and tax audit support for confident financial reporting.
Business Advisory
Cash flow forecasting, growth planning, and advisory support for confident decisions.
Company Formation
Fast UK company formation, Companies House registration, and full HMRC tax setup.
Management Accounts
Monthly or quarterly management accounts with KPIs, variance analysis, and clear insights.
Why Finance Firms Choose ABM Chartered Accountants
Sector Expertise
Strong grasp of FCA compliance, CGT and investment income.
Qualified Specialists
ICAEW and ACCA members experienced with finance businesses.
Cloud-Based Delivery
Secure remote access to accounts and filings nationwide.
Supporting Finance Businesses Across the UK
ABM Chartered Accountants supports finance and investment businesses throughout England, from London and the South East to the Midlands, North West and beyond. Our cloud-based systems deliver specialist sector accounting to financial services businesses nationwide.
How We Work
Initial Consultation
Set Up and Onboard
Ongoing Support
We provide regular reviews and proactive advice to keep your finances optimised and HMRC-compliant.
Get in Touch Today
Whether you need help with your tax return, payroll, VAT, or business advisory, our qualified UK accountants are ready to provide clear, practical guidance for your specific needs.
Book a Consultation
Fill in the form below and one of our expert accountants will contact you promptly to discuss your accounting and tax requirements.
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Frequently Asked Questions
Here are answers to common questions investment firms, private investors and financial services professionals ask about specialist accounting.
How does FCA reporting affect accounting?
FCA-authorised firms must file regulatory returns including capital adequacy reports and client money reconciliations. Your accounting system must track regulatory capital separately and produce compliant reports within FCA deadlines.
How is investment income taxed?
Dividends are taxed at 8.75%, 33.75% or 39.35% depending on your tax band with a £500 allowance. Capital gains on disposals are taxed at 18% or 24% for higher-rate taxpayers.
What are SEIS and EIS reliefs?
SEIS offers 50% income tax relief on investments up to £200,000. EIS offers 30% on up to £1 million. Both provide CGT exemptions and loss relief if investments fail.
How are management fees recognised?
Management fees based on assets under management are recognised as revenue over the service period. Performance fees are recognised when the performance condition is met and the fee crystallises.
What is a family investment company?
A family investment company holds investments corporately, paying corporation tax on gains and income. Shares can be structured to transfer wealth to family members while managing inheritance tax exposure.
Can ABM support finance firms nationwide?
Yes. ABM Chartered Accountants serves finance and investment businesses across England using secure cloud-based platforms, delivering specialist accounting to regulated firms, investors and financial services companies.