Jay Patel

Jay has developed his career with a focus on providing assurance services to entities operating within the financial services industry. His specialist expertise lies in CASS audits for investment businesses, particularly those holding client money, and in conducting investment manager track record reviews.

Alongside regulatory compliance advice, Jay delivers statutory and CASS audits, financial reporting, and bespoke assurance and advisory work for FCA-regulated clients across sectors such as asset management, investment advisory, broker-dealing, payment services and e-money issuance, and peer-to-peer lending and investment platforms.

To deliver a fully integrated service, Jay collaborates closely with Buzzacott’s Business Services and specialist Tax teams, ensuring clients receive well-rounded technical and commercial support.