Financial services

The financial services sector is facing an increasingly complex landscape characterised by regulatory changes, market volatility, and the need for innovation. Firms must navigate challenges such as maintaining compliance, managing risk, and optimising capital structures. Effective financial planning is crucial, as missteps can lead to substantial losses, reputational damage, and missed growth opportunities. In this competitive environment, companies need to unlock capital, streamline operations, and ensure resilience against economic fluctuations.

Financial consultancy for financial services businesses

Kreston Global provides comprehensive financial consultancy services tailored to the unique needs of financial services firms. Our expertise encompasses a range of essential services that help your organisation thrive in a dynamic market. Our offerings include:

Cash flow

Managing cash flow is critical in the financial services industry, where liquidity can directly impact operations and client relationships. Our specialists conduct in-depth cash flow audits, identifying potential issues and optimising liquidity management strategies. We provide insights to enhance working capital efficiency, ensuring your business can meet its financial obligations and seize growth opportunities.

Forecasts and budgets

Accurate forecasting and budgeting are vital for strategic planning and decision-making. Kreston Global’s professionals leverage industry insights and data analytics to create precise forecasts and budgets that reflect market trends. This proactive approach enables financial services firms to allocate resources effectively, mitigate risks, and position themselves for future growth.

Specialist financial services accounting and tax advice

The financial services sector is subject to a complex regulatory and tax environment. Our dedicated team offers specialised accounting and tax advice tailored to the intricacies of your business. We ensure compliance with local and international regulations while identifying opportunities for tax efficiency that can enhance your profitability and competitive edge.

Overseas VAT, transfer pricing and payroll

Navigating overseas VAT, transfer pricing, and payroll compliance can be challenging for financial services firms with international operations. Our experts provide comprehensive audits and advisory services to help you understand and manage these complexities. We develop strategies that ensure compliance while optimising your overall tax position, safeguarding your business from potential liabilities.

International subsidiary tax structuring and planning

For firms with international subsidiaries, effective tax structuring is essential for minimising liabilities and ensuring compliance across jurisdictions. Kreston Global’s specialists assist in designing tax strategies that align with your global operations, helping to optimise your corporate structure and improve overall financial performance.

Growth and exit plans

Strategic growth and exit planning are pivotal for achieving long-term objectives in the financial services sector. Our team provides in-depth analyses and strategic insights that guide you through expansion initiatives, mergers, or exits. We help you assess market opportunities, evaluate risks, and create tailored plans that align with your vision for success.

Obtaining finance

Securing financing is critical for growth initiatives within the financial services sector. Our consultants work closely with you to develop comprehensive financial strategies that support your funding needs. We assist in identifying potential funding sources, preparing robust proposals, and navigating the complexities of financing options to ensure your business can thrive.

Overseeing business acquisitions

Acquisitions can be a powerful growth strategy, requiring careful planning and execution. Kreston Global’s team offers support throughout the acquisition process, from due diligence and auditing to integration. Our expertise ensures that you can effectively manage the transition and achieve your strategic goals.

Sales transactions

The financial services industry often involves complex sales transactions that require meticulous oversight. Our professionals provide guidance on optimising sales processes, ensuring compliance with regulatory requirements, and enhancing profitability. We help you navigate the intricacies of client relationships and contractual obligations to drive success.

What are Kreston Global’s professional standards in the financial services space? 

Kreston Global’s member firms adhere to stringent professional standards, ensuring compliance with local regulations and international guidelines. Our internal monitoring program guarantees that all partners meet the International Standards on Quality Control and the International Standards on Auditing for transnational audits. Our teams operate under the ethical framework established by the International Ethics Standards Board for Accountants (IESBA), fostering trust and integrity in all our services.

As a member of the Forum of Firms, Kreston Global is committed to maintaining the highest standards in financial reporting and auditing practices. Our extensive experience in the financial services sector equips us to deliver consultancy that is both accurate and aligned with best practices.

Why choose Kreston Global’s finance sector financial services?

Kreston Global distinguishes itself through its deep industry expertise and a robust network of professionals. Our interconnected teams provide seamless access to global insights, enabling financial services firms to navigate complex challenges and seize opportunities for growth. We understand the nuances of the financial services sector and offer tailored solutions that align with your specific needs. With Kreston Global as your partner, you gain the confidence and expertise necessary to thrive in a competitive landscape.