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Wheelhouse Advisors


Wheelhouse Advisors is a strategic partner to the financial services community, enabling our clients to focus on their strengths and core business. We have specialised in supporting investment firms for over 20 years, latterly within the Cordium and then ACA Compliance groups, and now as an independent specialist provider of prudential management, regulatory reporting, accounting, tax, and human resources consultancy and outsourcing solutions.

We have been closely following the development of the EU’s Investment Firms Regulation and Directive and the UK’s near-equivalent Investment Firm Prudential Regime since prudential reform for the sector was mooted in 2015. More recently, we have been working with our clients to assess the impacts of the final regulations on capital levels and prudential governance arrangements in advance of the new rules taking effect during 2021. We anticipate that auditors of UK investment firms will be focussed on capital adequacy under the new framework as a key component of their upcoming year-end work.

Our specialist resources and experienced team will steer you through your complex regulatory and fiscal requirements, helping you thrive. To share in our free insights on how the IFPR affects various types of investment firms, follow us on LinkedIn