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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Management accounts

Monthly or quarterly provision of significant financial data.

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    Management accounts


    Monthly or quarterly provision of significant financial data.

    Regulated firms require strong financial control and must monitor their regulatory capital requirement at all times. Regular management accounts, which we produce for you, are a central part of this process. As well as meeting your regulatory responsibilities, accurate and up-to-date records provide the information you need to manage your business effectively. Alongside these and using the information from the management accounts, our expert team of accountants prepare your ongoing regulatory capital calculations in accordance with relevant rules, to ensure you are meeting obligations under your regulatory authority such as the FCA.

    Nicole Jessup

    CHIEF OPERATING OFFICER

    Get in touch

    Email us info@wheelhouse-advisors.com
    Call us on +44 (0)20 3404 0440

    Why Wheelhouse?

    We support your business in the way that suits your requirements best. We will work with you to scope a project and relationship based on your needs, not the other way around. We will provide you with access to prudential expertise that will help you identify, assess and document major sources of change driven by the IFPR and manage them going forward. Our consultants advise you on how to best prepare for the new Investment Firm Prudential Regime and assist with the ongoing obligations that result from it.

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