FCA Regulated Companies

fca approved companies cardiff

For insurance brokers looking for the most effective and efficient method of ensuring vital compliance with Financial Conduct Authority (FCA) rules and reports, the Green & Co team have a wealth of experience in this heavily-regulated sector.

Our systems have been designed to meet all of the detailed and complex criteria set by the FCA in relation to client money and any related rules, and we always stay aware of the ever-increasing changes in regulatory requirements.

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fca approved companies cardiff

Contact us for a free initial consultation on FCA compliance

Insurance Brokers

We are highly experienced in providing client money reports, monitoring your compliance with the rules relating to the holding of client money and associated record-keeping as required by the FCA. We can provide up-to-date financial figures to input into your G.A.B.R.I.E.L reports with our management accounts.
Failure to comply with the FCA’s client money rules can have serious consequences, but we can ensure that you maintain adequate systems that comply with the rules and meet your reporting requirements.


Green & Co have a detailed knowledge of the specialist reporting requirements relating to solicitors, and can help you with the most effective methods of ensuring that you stay compliant with the Solicitors Regulation Authority (SRA) rules.
We take a proactive approach to helping you to improve your profitability by assessing your business’s current performance and developing an effective strategy to maximise profits in the future.

Our director will meet with you to discuss the SAR report in detail, answering any queries and looking at new ideas and how to implement them into your business in the most profitable way.

Independent Financial Advisors

Green & Co have considerable expertise in G.A.B.R.I.E.L reporting and accountancy advice for Independent Financial Advisors. We lighten your workload by ensuring that your reporting responsibilities are fulfilled accurately and punctually.

We prepare bi-annual management accounts for your business, ensuring that you have up-to-date financial figures to input into your G.A.B.R.I.E.L reports. We never fail to deliver a quick, efficient and timely service, which is particularly important with the six-week deadline.

We will also deal with… 
Client money reports.
Statutory and management accounts.
Financial statements and tax returns.
G.A.B.R.I.E.L. and SAR reports.

Contact us for a free initial consultation on FCA compliance

Useful tools

We aim to support our clients whatever their needs and business goals, so we have developed online tools and resources to help our clients manage their business and personal finances. The best part? They’re free to use.

Contact us

We can help manage your company’s needs. Contact us to get professional and experienced advice from our team.

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