Outstanding Solutions for Financial Services

Wheelhouse Advisors is a specialist provider of prudential management, regulatory reporting, accounting, tax, human resources consultancy.

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Wheelhouse Advisors is a specialist provider of prudential management, regulatory reporting, accounting, tax, human resources consultancy and outsourcing solutions.

Wheelhouse Advisors gives clients the freedom to focus on their core strengths and business strategy. Our solutions cover: regulatory governance, management and reporting; accounting; and tax. We reduce risk, save time and improve costs.

As a strategic partner to the investment management sector, we work with more than 900 clients globally, reporting across Europe on over $130bn of AUM. These include financial services firms, their principals and other financial services professionals – ranging from start-ups and spinouts through to established firms and multinationals – with a key focus on supporting participants in the alternative investments sector with their international expansion objectives and addressing and embedding regulatory change.

Regulatory requirements can be a considerable burden for some firms, including those operating in private markets, and our specialist resources and experienced team are on hand to steer you through complex regulatory and fiscal requirements, helping you thrive. We have a passion for continuous improvement and innovation, with excellent customer service at the heart of everything we do.

Our Purpose

Businesses work with Wheelhouse Advisors to support their own growth aspirations and to ensure they are delivering the best strategy and service they can to their investors. Our job is the give our clients the freedom to focus on their core strengths and support them in areas where they are less confident or well versed.

Regulation is complex and fluid, yet absolutely critical for each business we work with. We help our clients to develop a holistic solution which integrates within their business to ease the burden of the ever changing regulatory landscape.

Collaboration and learning are an integral part of the day to day at Wheelhouse Advisors and that ethos is shared with our clients, giving us the opportunity to become part of the positive change to support each of our clients achieve their own successes.

Leadership Team

Creating an environment that speaks to success takes a great team. At Wheelhouse Advisors, that is our strength. We are group of individuals who work together to create the whole. We might work from different offices, have different backgrounds and different goals, but we are one team.

Matthew Crisp

Chief Executive Officer

Dave King

Chief Commercial Officer

Nicole Jessup

Head of Financial & Regulatory Reporting

Michael Chambers

Head of Prudential

Sutharman Kanagarajah

Head of Tax

Wheelhouse Culture

Through our years of partnering with some of the most successful financial firms in the alternative investment sector, we have built a strong understanding of what we want our own business culture to look like, and what is required for individuals to fit and flourish within the Wheelhouse Advisors environment. We work hard to maintain our cultural wellbeing. This is how we attract and retain great talent.

Wheelhouse Advisors Academy

Wheelhouse Advisors believe that investing in our people is fundamental to the success of our business and providing our clients with excellent client service. Our academy has been developed with this in mind. We believe in providing opportunities to all, so whether you are a school leaver, graduate, or already qualified, whatever stage in your career, the Academy programme is there to introduce you to the specialist services we provide and helps train and build the future of Wheelhouse.

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Join the team

We are looking to expand our team with ambitious professionals seeking a new challenge.