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Insurance Intermediaries

Your Business, Our Expertise

Tailored Business Solutions

Our specialist knowledge and experience enable us to provide tailored solutions for insurance intermediary clients across the UK. Whether it is statutory audit, Client Asset Sourcebook (CASS) compliance engagements or a combination of business services, our specialist teams can provide you with the necessary support to provide a leading top to tail service and support.

Efficiency and Quality

Insurance intermediaries cover a wide part of the market with a variety of unique challenges and opportunities. This is an industry where integrity, quality, and knowledge are paramount our bespoke approach can maximise your efficiency and quality. From brokers to managed general agents, our agile approach to statutory audit and wider compliance engagements will ensure a seamless process tailored to your needs.

Our statutory audit process can, where necessary, involve expert third party assistance, particularly where independent actuarial support is required. We work with experienced professionals to ensure audit quality remains of the highest standard.

I would always include Affinia in any benchmarking exercises if needed as it has been a very productive partnership.

Robert Carter ACMA
Silent Sentinel Limited

Our senior team

Sector Experience

Tax & Planning

Our tax planning services help minimise tax liabilities while ensuring compliance with laws and regulations. We assist with basic tax compliance to complex issues like Group Restructuring.

Audit Services

We can adapt to meet all your auditing needs, from statutory to interim and heavily bespoke audits. We aim to remove this pressure with minimum disruption to your everyday business.

Corporate Finance

Whether you require support for an MBO, business valuation or are looking to exit your business, our team combine significant accounting, banking and taxation expertise to support you through the process.

Accountancy & Advisory

We  can take care of all your accountancy and advisory requirements from accounts preparation to management accountants, forecasting, and budgeting.

Find what you’re looking for?

If you are looking for a financial advisor who really understands your industry, our team of expert accountants, tax and business advisers can help.