OUTSOURCED ADMINISTRATION FOR REGULATED FIRMS
We provide back-office administration for firms in the financial services and accountancy sectors — with the accuracy, confidentiality and consistency those sectors demand.
Discuss your requirementsRegulated sectors
financial services and accountancy
UK-based
work handled in-house, never offshored
Est. 2017
independent and specialist
SERVICES
Regulated firms carry a steady administrative load that must be done precisely and on time, yet rarely justifies additional permanent staff. We take on that work as an extension of your own team.
Managing case files, client records and correspondence from instruction through to completion.
Preparation, checking and management of documents, statements and returns to agreed standards.
Maintaining the registers, logs and audit trails regulated firms are required to keep.
Flexible overflow capacity for busy periods — without the overhead of additional permanent staff.
HOW WE WORK
STEP 1
We agree the tasks, standards, turnaround times and reporting you need — documented so everyone knows exactly what is covered.
STEP 2
Secure access, procedures and handover are put in place, working within your systems and your confidentiality requirements.
STEP 3
Work is completed to the agreed standard and reviewed with you regularly, so scope can flex as your firm's needs change.
ABOUT SUMMA GROUP
Summa Group Limited was established in 2017 and provides outsourced administration services to firms in the financial services and accountancy sectors.
Our work is methodical, accurate and confidential. We understand the standards regulated firms are held to, and we hold ourselves to the same.
CONTACT
If your firm is considering outsourced administration, write to us and we will respond promptly.
office@summa-group.co.uk