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News – 07.12.23

Charity Commission update - investment guidance for trustees

In August 2023, the Charity Commission released their updated investment guidance for trustees. In this article we look at what’s changed and the key points charity trustees need to be aware of. … Read more

Insight – 15.12.23

Safeguarding your client's money

When you're holding money on account of your costs, a deposit or handling administration on an administration of an estate, this money needs safeguarding. … Read more

Upcoming event – 23.01.24

Inside a Deal - Sue Stoneman

In the third of our ‘Inside a Deal’ series, Meera Shah, Head of M&A, will be joined by Sue Stoneman, founder, former CEO and now Chair of NKD. … Read more

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enquiries@buzzacott.co.uk T +44 (0)20 7556 1200

Jay Patel - Director - CASS

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"I take pleasure in assisting our clients in keeping up-to-date with applicable regulations and reporting requirements, which helps them to maintain a healthy relationship with their key stakeholders, be that their own management, owners or the FCA."

Jay joined Buzzacott in August 2008 and is a Director in our Corporate Assurance team.

His role and career have progressed since joining in 2008, with his particular focus within the team being on providing assurance to entities operating within the financial services industry. Jay's areas of specialist knowledge are CASS audits for investment businesses (with a focus on those entities holding client money) and investment manager track record reviews.

As well as advising on regulatory areas of compliance, Jay completes statutory audits, CASS audits, financial reporting work and bespoke assurance and advisory work for FCA regulated clients, across a variety of business areas: