Accountants & Outsourced FDs for Wealth Managers

The Finance Function your Firm Deserves.

Outsourced FD and specialist accounting for wealth managers, IFAs, and FCA-regulated firms, senior expertise, without the full-time cost.

Speak To A Wealth Manager Accountant

Many of our clients came to us because they needed a Finance Director-level mind in the room, without the cost of a full-time hire.

For wealth management businesses and FCA-regulated firms, that kind of senior financial thinking matters. The decisions are complex, the regulatory environment is demanding, and the margin for error is small.

A generalist accountant won’t cut it.
ChadSan acts as your outsourced FD, sitting alongside your leadership team, managing your finance function, and making sure your regulatory obligations never catch you off guard.

Who We Work With

Independent Financial Advisers (IFAs)

Discretionary Fund Managers

Financial planning practices

Boutique investment firms

FCA-Authorised Businesses

Multi-family offices

Our Core Services

Outsourced Finance Director

We take on the FD role for your firm: financial strategy, board reporting, budgeting, forecasting, and oversight of your finance function. A senior mind, at a fraction of the full-time cost.

Management Accounts

Accurate, timely reporting on your firm’s financial position. We produce the monthly numbers your partners and trustees need to make good decisions.

Regulatory Accounting Support

We understand the accounting requirements of FCA-regulated firms and work alongside your compliance function to make sure your financial reporting meets the standard.

Year-End Accounts & Tax

Efficient, accurate statutory accounts and tax returns. We take this off your plate entirely.

Payroll & Partner Drawings

Handling payroll, pension obligations, and partner or director remuneration structures in a tax-efficient way.

Strategic Advisory

Planning a restructure, a merger, or an exit? We provide the financial analysis and advice your leadership team needs to make the right call.

Why Outsourced FD?

The average Finance Director salary in the UK is £90,000–£130,000 per year. For a boutique wealth management firm, that’s a significant fixed cost — especially when you don’t need that expertise full-time.

ChadSan’s outsourced FD model gives you the same quality of thinking at a fraction of the cost. You get a senior financial mind available when you need it, without the overhead, the employment risk, or the long recruitment process.

Why ChadSan?

We’re a modern, cloud-based firm that moves at the same pace as the businesses we work with. We use Xero, Dext, Fathom, and Carbon, which means less friction, better data, and faster answers.

We’re not trying to be all things to all firms. We specialise in the clients where we can genuinely add value — and wealth management firms are one of those areas. Our experience in this space means we understand your world.

Having worked with the brilliant and highly knowledgeable team at ChadSan these past 18 months has changed my perception of what an outsourced finance function should be. They are very responsive and deal with all the routine and complicated queries we may have. I thoroughly recommend them

Paurooshasp Perry

CEO

Let’s talk about what your finance function could look like.

Book A Discovery Call