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Client Money Audits

The recent CASS Assurance Standard represents the most significant development in auditors’ responsibilities for FCA audits in a decade. Auditors are required to demonstrate independence and objectivity as well as demonstrating their knowledge and skills in this specialist area. Does your auditor carry out client money audits for other businesses…….or is yours the only one they deal with?

We act for a growing number of FCA regulated insurance brokers across Northern England, providing specialist client money audit and assurance services.

Our clients are typically owner-managed brokers who require a client money auditor who is on top of the latest FCA reporting requirements, but can also deliver realistic and practical help and advice in this area.

Our insurance broker team is staffed by experienced professionals, who deal with the issues and concerns of insurance intermediaries on a daily basis.

We can deliver our specialist audit and assurance service as a stand-alone service, working at the side of existing accountants, or we can provide you with our full suite of audit, tax and accountancy services.

If you would like to talk to someone about client money audits, please give John Heeney a call.

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