Financial Services

At MHA MacIntyre Hudson, our highly experienced team have many years of specialisation in all areas of banking and financial services, both in the UK and globally through Baker Tilly International. We know what best practice looks like.

Accounting for Banks and Financial Services

Led by a Partner with more than 30 years’ experience in the field, our team of financial services accountants bring a dynamic mix of specialist knowledge and understanding of the changing regulatory environment.

Rakesh Shaunak, our group chairman leads Baker Tilly’s global financial sector group, as part of the 10th largest accountancy network in the world. We have access to financial services advisors from more than 146 countries, allowing us to deliver in-depth industry knowledge and expertise where you need it.


Our services for banking clients run the full array of audit, assurance and advisory services. We have many years’ experience to deal with the industry’s comprehensive regulatory and accounting-related requirements with our team having experience of working with a number of the world’s largest banks and upcoming challenger banks with assignments ranging from external audits, internal audits, tax compliance, tax consulting and regulatory advisory services.

In addition, we also offer a range of advisory services such as risk management, audit of IT systems and transaction advisory services.

Investment Management

Our team is dedicated to providing audit and other assurance services within the financial services sector to investment businesses and funds.

Years of experience in the industry has given us specialist knowledge of investment structures and strategies, as well as audit, accounting and regulatory requirements. Coupled with commitment to deadlines and client service, this experience is applied for the benefit of our clients.

Investment businesses

We provide services to both start-ups and established businesses, and pride ourselves on our understanding of the industry as well as our collaborative and value for money work ethic.

The regulatory environment is a challenge that we help our clients to meet, not only by meeting filing deadlines but also by keeping abreast of change, whether in the form of tax legislation or the FCA’s response to European directives, and sharing our insights.

There are many types of investment business and we have the skills to work with them all, whether hedge, venture capital or private equity fund manager, broker-dealer, bond issuer, investment advisor or arranger, UCITS manager or AIFM.

Investment funds

The audit of financial statements is key to regulation of investment funds, both onshore in the UK and Ireland, and offshore in the Cayman Islands and elsewhere. We work with our clients and their fund administrators across the globe to meet the regulators’ deadlines.

We have experience of all types of fund investment strategy and structure and the capability to re-price quoted investment portfolios. We work through the various time zones using our combined London and Cayman team.


We help a wide variety of insurers with everything from audit, tax, advisory and financial investigations. The market is ever-changing, and our team help clients stay ahead advising on key regulatory changes, new markets entry and technology adoption.

Our team understand the complexities of the insurance market and its global requirements and regulatory reporting standards.

Additional Assurance Services

The FCA’s Client Asset Rules state investment businesses that hold client money or custody assets must appoint a CASS auditor to be compliant. We act as CASS auditors for many clients, some of which use different auditors for their financial statement.

Collaborating as partners

We believe in working in collaboration with our clients, who range from start-ups to more established businesses and includes organisations such as banks, investment businesses and funds.

We work proactively for our clients to help them stay ahead of any forthcoming issues and challenges, particularly in regards to any changes to tax legislation or financial markets regulation.

As technology continues to transform the sector, we also act as financial services accountants for a growing number of Fintech companies.

Our services:

MHA MacIntyre Hudson’s banking and finance team offer a comprehensive range of core and specialist services

  • Statutory audit
  • Internal Controls reviews (ISAE 3403)
  • Internal audit, risk management and governance advisory 
  • Agreed-upon procedure
  • Client assets audit
  • Bookkeeping, management accounts and annual financial statements
  • GABRIEL reporting
  • Payroll services
  • VAT
  • Tax compliance (corporate and personal)
  • Tax advisory
  • Regulatory consulting

Find out more

Get in touch to find out how MHA MacIntyre Hudson’s financial services experts can help you succeed and grow.

Meet the team

Photo of Alicia Crisp

Alicia Crisp


Alicia joined MHA MacIntyre Hudson as a graduate trainee, qualifying in 2010. She has been a Partner leading a mixed portfolio of audit and advisory work since 2017.

While Alicia works across a range of sectors including leisure, fashion and design, her core sectors are real estate and technology where she enjoys supporting developing businesses with both compliance and their longer term plans.

The majority of Alicia’s clients are owner managed businesses – from early stage businesses looking for funding to well established groups companies thinking about succession planning. This includes a number of international companies who have expanded their operations to the UK.

In addition to corporate clients, Alicia works with a number of Academy Schools across the North London and Hertfordshire region, assisting with reporting and looking to provide support in managing the complex financial issues currently presented to academies.

Alicia is an Engagement Partner for the London Office and liaises with various teams to maximise retention and recruitment of staff. This includes participating in events outside the firm to support school leavers and graduates looking to explore a career in finance.

Get in touch with Alicia Crisp
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Peter Abbott

Expatriate Tax Manager

Peter joined MHA MacIntyre Hudson in January 2019 as Expatriate Tax Manager working within the Human Capital Advisory service line.

Peter is a member of the Association of Taxation Technicians (ATT) and has over ten years of experience working in tax, with a focus on expatriate tax and global mobility. Having worked previously at EY and Deloitte, Peter has worked with many different clients of various sizes, from private clients and small to medium businesses to large, international corporations, helping them on a range of advisory and compliance issues.

Get in touch with Peter Abbott
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John Mendes


John leads the outsource services team at MHA MacIntyre Hudson. He has considerable experience with assisting owner managed businesses, subsidiaries of international companies and other incorporated businesses, across a range of sectors, with their requirements. 

His focus is in ensuring that our back office solution is specifically designed to meet your requirements, with access to management and financial reporting which is accurate and timely. The advent of cloud based technology has led to the introduction of further efficiencies and more in-depth and bespoke reporting to our clients. 

A devoted family man but his passion for Chelsea FC runs deep.

Get in touch with John Mendes
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Eoin Chawke

Audit Manager

Eoin is a Chartered Accountant and member of the Association of Chartered Certified Accountants with seven years’ experience of auditing investment funds, and is expert in the accounting and disclosure of IFRS and the audit implications.

His principle experience is ensuring fair presentation of Cayman hedge fund financial statements. Eoin manages a diverse base of client structures and he has a deep understanding of valuation methodologies for a wide range of financial instruments, including private equity, debt, credit instruments and derivatives.

Eoin manages audit teams to meet client deadlines and to maintain audit quality whilst serving a main point of contact for many key relationships.

Get in touch with Eoin Chawke

What they say about us

The team at MHA MacIntyre Hudson have taken away the burden of the day to day bookkeeping, payroll and CIS work off me. This has enabled me to spend more time working on my business, finding new work, new ideas and ways to be more profitable. Thanks to the help I’ve received, I can see a bright future for me and my company. Luke Day - Complete Wiring Solutions

What they say about us

The continuity with their core specialist sector team and ability to give advice across several areas of support has been key to us working together. - Feefo Holdings Ltd