Sector: Wealth Management
FCA-regulated firms need an accountant fluent in client-money handling and professional-services cash flow — FinPilot brings that context, plus the FP&A-level reporting that turns a firm's own numbers into something partners actually use.
Wealth management and IFA firms across Rugby, Coventry, Northampton and Warwickshire operate under FCA rules that shape how client money is handled — a context distinct from, but adjacent to, the firm's own bookkeeping, VAT and management accounts. FinPilot handles the firm's own accounting with that context understood, so conversations don't start from zero on how the business works.
FinPilot provides accounting and management reporting for FCA-regulated wealth management and IFA firms, with awareness of client-money handling rules as they affect the firm's own accounts — this sits alongside, not instead of, the firm's own FCA compliance function.
Beyond compliant bookkeeping and accounts, it means monthly or quarterly management accounts, cash-flow forecasting and KPI dashboards that give partners a clear, current view of the practice's own financial performance — the same FP&A discipline used for other professional-services clients.
A confidential, no-obligation conversation.
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