Accountants for Financial Consultants
Commission & fee income, VAT exemption and profit extraction.
Accounting for IFAs and financial consultants — recognising commission and adviser-charging income, applying the VAT exemption on financial services, and extracting profit tax-efficiently.
Common challenges we solve
- Commission & adviser-charging income
- VAT exemption on financial services
- Trail & renewal income accounting
- Salary & dividend planning
- Pension & profit extraction
How Sterling helps
As chartered certified accountants (ACCA) in Slough working with financial consultants across the UK, we understand the tax rules, reliefs and cash-flow realities specific to your sector — and we build our advice around them.
You'll get a named, qualified accountant who knows your industry, modern cloud tools for real-time numbers, and proactive planning that keeps you compliant while legitimately reducing your tax bill.
Trusted Advice. Stronger Business. Better Future.
Not sure where to start?
Book a consultation. We'll review your setup, answer your questions and show you exactly how our specialist support for financial consultants can help — all on a transparent fixed monthly fee.
Specialist accounting for Financial Consultants
Arrange a consultation with an accountant who already understands your sector.