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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The prudential framework is a complex combination of European Directives and Regulations, rules and guidance from the Financial Conduct Authority (FCA) and technical standards issued by the European authorities.

Navigating and understanding the myriad sources of information can be an onerous and complicated task for many firms and distract from the running of their core business. Wheelhouse Advisors has a dedicated team which brings a strong prudential knowledge base and can provide guidance.

Our team has extensive experience in the prudential space and an excellent track record of providing pragmatic and efficient solutions. We pride ourselves on being both knowledge leaders and experts in the field allowing us to cut through the regulations and deliver commercial solutions.

Michael Chambers

Head of Prudential

Get in touch

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

Prudential Governance

Understanding the evolving financial impact of the new regime on a forward-looking basis is as important as understanding the direct impact today.

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RegData/Gabriel reporting to FCA

Preparation/Submission of periodic reporting for any firm type.

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Prudential monitoring

Ongoing review of liquidity and capital adequacy and ad-hoc expert consulting to ensure embedded compliance with FCA rules.

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Prudential health-check

Detailed review of your compliance with prudential rules, guidance and best-practice.

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COREP reporting

Fully-outsourced preparation/submission of quarterly Common Reporting.

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FRR Reporting to Hong Kong SFC

Preparation/Submission of periodic reporting for any firm type.

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Prudential advice & support

Ad-hoc assignments including reviews, consulting and forecasting.

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Pillar III disclosure

Expert drafting of regulatory disclosures & hosting at www.pillar3.eu

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Investment Firm Prudential Regime (IFPR)

The IFPR will affect all MiFID investment firms, replacing old frameworks like ‘Exempt-CAD’, ‘BIPRU’ and ‘IFPRU’ in favour of better-suited purpose-built framework.

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ICAAP and ICARA Support Services

Under IFPR, all in-scope investment firms will be required to create an ICARA. This replaces the ICAAP for some and is a new undertaking for many. We offer support with the ICARA process.

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AIFMD Annex IV Reporting

Fully-outsourced preparation/submission of reporting across all European jurisdictions.

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