Our specialist team provide hedge fund managers, private equity and venture capital managers and funds, wealth managers and advisory firms, with advice to help them establish and grow their business
Financial Services
Blick Rothenberg wins 'Audit Firm of the Year: Start-up' Award 2026
The Hedgeweek EU Awards 2026 saw Blick Rothenberg collect the award for Audit Firm of the Year: Start-up for the second-year running, and our fourth Hedgeweek EU award win in a row
Following previous Hedgeweek Emerging Manager Award wins between 2023 and 2025 we are delighted to have won this service provider category award for the second-year running, and our fourth Hedgeweek EU award in a row.
Establishing and growing your business
We not only understand that the financial services industry has its own language, we speak it fluently.
We have grown to become one of the leading Financial Services teams in the UK by combining specialist technical knowledge with a practical, partner-led approach to client service.
Our Financial Services team (formerly Rees Pollock) has a deep knowledge of Financial Conduct Authority (FCA) regulations, sector-specific tax issues and structuring considerations. This means that you can be assured you have an advisor who not only understands how this all works but who can also identify potential issues.
Our team of almost 70 people have been working with private equity and venture capital managers and funds, wealth managers and advisory firms for over 30 years, providing high-quality, bespoke advice to help them establish and grow their business.
We act for more than 180 FCA-authorised firms, including some of the UK’s leading hedge fund managers, private equity houses and corporate finance advisers. Our key financial services clients include some of the longest established hedge fund managers in the UK and several of the largest in Europe, as well as a number of the most successful launches of recent years.
A 100+ strong client facing team
180 FCA-authorised firm clients
30 years' experience in Financial services
The heritage of our business over the last 30 years has been to support the emerging manager community in London
Richard Hinton
Financial Services Lead
View Richard's profile
We can advise regulated firms on legal structures regarding the relationships between the funds they manage and the ways that the managers are remunerated. Equally, we know that the personal tax of those managers is often complex due to these same remuneration policies, and we are well placed to advise on this too.
We are here to act as an extension of your team, identify any issues and ensure your tax and accounting issues are taken care of so that you can focus on growing a successful financial services business
How we can help you
Outsourcing for regulated businesses
Bookkeeping and management accounting
FCA reporting via GABRIEL and RegData
VAT registration and compliance
Payroll processing and RTI filing
Regulatory capital calculations and advice
Budgets and forecasting
Staff training and software support
Audit & Assurance
Statutory audits of companies and LLPs
Client Asset (CASS) Reporting to the FCA
Fund audits for UK-based structures
Accounts preparation and accounting support
ISAE 3402 Internal Controls reports
Tax
Tax structuring advice for funds and managers
UK tax compliance for companies, LLPs, and LPs
VAT partial exemption and special methods advice
Tax planning for individuals
Advice on Disguised Investment Management Fee rules and Income-based carried interest
Indirect tax
Client stories
Research & Development – Enquiry closed with no adjustments after two rounds of response
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Research & Development – Enquiry closed with HMRC owing the client unpaid credit
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Research & Development – Enquiry closed for client in the manufacturing industry
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June 7, 2025
CASS 15 – It’s key purpose and how it can help
Andrew Snook Artur Vorobyev discuss the Client Asset Sourcebook (CASS).
May 16, 2025
Blick Rothenberg wins Accountancy Firm of the Year
Blick Rothenberg won Accountancy Firm of the Year at the Citywealth Magic Circle Awards held in The Biltmore Mayfair hotel in London on 14 May.
April 29, 2025
Blick Rothenberg partners with Lloyds Bank British Business Excellence Awards for 2025
We are pleased to announce that our partnership with The Lloyds British Business Excellence Awards will continue into a second year.