Financial services

A deep understanding of the financial services industry

Financial Services

We provide a range of services to all parts of the financial services industry including investors, asset managers, administrators and funds.

We understand what matters to you, enabling us to design solutions and provide timely advice that is pragmatic and adds genuine value. 

As a multi-discipline firm with offices in key financial centres including London and the Channel Islands, and strong international connections through our membership of IAPA – a global association of independent accountancy and business advisory firms with 203 member firms in 69 different countries – we are well placed to support UK and international clients across a large number of jurisdictions.

Insurance

With the recent introduction of Solvency II, events such as Brexit and the US and European elections and with upcoming financial reporting and governance reforms (IFRS 17 & Senior Insurance Managers Regime), the insurance industry is experiencing a period, of what seems to be, continuous change.

Such change introduces challenges although change and challenge is not exclusive to regulation. With increased capacity in the market and continued low interest rates, there continues to be pressure on premium pricing making it an ever challenging environment for businesses.

At Price Bailey, we are able to provide a number of services to support businesses operating in the insurance sector. We offer a range of services from formation and incorporation, outsourcing, advisory and compliance services.

 

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Investors

Institutional

Institutional investors such as pension schemes are currently facing a challenging environment of volatile markets, low interest rates, continual monetary policy change and political uncertainty.  Market and regulatory change in the sector is creating testing times for those charged with governance (directors and trustees).

Individual

With low rates of interest on deposits and constant changes in the UK tax regime, individuals looking to invest and/or protect their wealth are currently faced with difficult choices. From planning to investment management, we can support individual investors with a tailored service that can meet all of your financial needs and aspirations.  

Family Office

If you need help to manage your financial affairs, staff and investments, we can do this from one centralised ‘family office’.

 

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...say the banks make it difficult for their business to secure the funds they need to grow. Find out more

Asset managers/Funds

We work closely with both UK and offshore funds, investment managers, owners and third party service providers (administrators, custodians, brokers). 

We understand first hand the challenges faced by those managing funds, trying to balance the cost and challenges associated with increasing regulation while maintaining competitive advantage and delivering strong returns to investors.  For many, this has become increasingly difficult in volatile and low yield environments.

 

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...say the level of regulation business leaders have to deal with has a negative impact on their business. Find out more

Venture Capital Trusts (VCTs)

At Price Bailey, a significant proportion of our clients are owner-managed businesses (OMB) and small & medium sized entities (SME) across a diverse range of sectors and our specialist team have worked with a number of clients in the VCT industry for many years. 

As a consequence we have a clear and strong understanding of the market in which you operate and as a full service accountancy firm, we are able to provide a range of advisory services in addition to the traditional compliance services.

 

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...of businesses do not have a business plan. Find out more

Offshore fund services

Guernsey has over 50 years of experience delivering fund services for institutional, specialist and expert investors in an ever changing market. As the focus on transparency increases, effective management of funds, including the regulatory, financial and tax reporting requirements is critical.

Price Bailey has many years experience of working with the sector to provide a variety of services for a broad spectrum of investors and funds including a wide range of open and closed ended funds.

 

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…of businesses expect their company's financial position to improve in the next 12 months. Find out more

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