Expert Chartered Accountants for Financial Advisors Across the UK
ABM Chartered Accountants provides expert accounting for financial advisors across the UK, from sole IFAs to multi-adviser wealth firms. Our ICAEW and ACCA qualified team handles FCA-regulated reporting, fee income recognition, PI insurance accruals and tax planning for adviser firms and individual planners.
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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 FCA-Regulated Advisers
Financial advisor firms face accounting challenges that general practitioners rarely handle. Fee-based income recognition, trail commission, CASS client money rules and FCA regulatory reporting all demand advisors who understand the compliance expectations and income structures unique to the advice sector.
ABM Chartered Accountants works with directly-authorised IFAs, appointed representatives, partnerships and wealth management limited companies across England, delivering structured financial support for adviser businesses and individual planners. Every return, regulatory report and account is handled accurately.
Helping Advisors Meet Every FCA Obligation
IFA principals need more than standard compliance. ABM Chartered Accountants prepares year-end accounts, management reports, regulatory return data, VAT returns and tax planning, giving adviser firms clear visibility over fee income, practice costs and FCA authorisation obligations.
Whether you run a solo IFA, a multi-adviser partnership, an appointed representative firm or a growing wealth practice, our ICAEW and ACCA qualified team adapts to your model, keeping the business and individual advisers fully covered on tax and reporting.
Our Accounting Services for Financial Advisors
We offer a full range of accounting, tax and advisory services for financial advisors, designed around the specific demands of FCA authorisation, fee income recognition and regulated advisory practices 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 Advisors Choose ABM Chartered Accountants
Sector Expertise
Strong grasp of FCA reporting, CASS rules and IFA practice accounting.
Qualified Specialists
ICAEW and ACCA members experienced with financial adviser firms nationwide.
Cloud-Based Delivery
Secure remote access to accounts, reports and filings nationwide.
Supporting Financial Advisors Across the UK
ABM Chartered Accountants supports financial advisor firms and individual planners throughout England, from London and the South East to the Midlands, North West and beyond. Our secure cloud-based systems serve advisers 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.
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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 IFA principals and advisor firm directors ask about specialist accounting for the sector.
How is IFA fee income taxed?
Initial fees are recognised when advice is delivered; ongoing fees are accrued across the service period. Accurate income timing matters for tax, FCA returns and practice profitability.
What are CASS rules for IFAs?
CASS rules govern how client money and assets are held, segregated and reconciled. Firms handling client money must meet strict FCA requirements, with CASS audits mandatory for many.
Do IFAs need FCA audits?
Directly FCA-authorised firms meeting specific thresholds require statutory and client asset audits. Appointed representatives are usually covered by principal firms. Smaller IFAs below thresholds may only need standard accounts preparation.
What is a regulatory return?
Regulatory returns are periodic FCA submissions covering financial position, complaints, capital adequacy and business volumes. Returns are filed via RegData, the successor to GABRIEL, on firm-specific deadlines.
What expenses can advisors claim?
Advisors claim FCA fees, PI insurance, compliance software, qualifications, training, professional subscriptions, office costs and travel. Correct classification maximises allowable deductions and reduces corporation tax liability each year.
Can ABM support advisors nationwide?
Yes. ABM Chartered Accountants serves financial advisor firms across England using secure cloud-based platforms, delivering the same standard of specialist sector accounting to IFAs and planners in every region.