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Financial Services

Yorkshire & Humber

At Deloitte, our specialist knowledge and industry experience enables our experts to deliver tailored solutions to help companies address these new challenges, maximise market opportunities and create competitive advantage.

Our dedicated Northern team has deep expertise across our four sectors: Insurance, Investment Management, Capital Markets and Retail Banking. These sector teams draw together experts from across our practice embracing the disciplines of consulting, corporate finance, tax and audit, including accounting, regulation and enterprise risk services.

We advise some of the biggest financial services clients in the region, including Leeds Building Society, Skipton Building Society, Simplyhealth and UKAR.

Financial services sectors

Insurance Insurance
With a combination of industry knowledge and insight with technical expertise, our Insurance practice can offer strategic advice and practical solutions. We can help you assess and enhance your operating model, create effective governance structures and realise efficiencies in processing and distribution.
Retail Banking Retail Banking
Our Retail Banking team provides a range of services tailored to the needs of retail banks and building societies; from audit and tax advice, regulatory counsel and fraud investigation to business transformation focusing on strategy, operations, human capital, enterprise applications, outsourcing and technology integration. Our technical expertise is informed by a deep understanding of sector issues and the evolving environment in which organisations are operating.
Capital Markets Capital Markets
With Basel II, IFRS, Financial Crime and the Sarbanes-Oxley Act to contend with, the investment banking sector already had plenty on its plate before the seismic changes forced on it by current market conditions. Our deep industry knowledge, experience and technical expertise across consulting, accounting, tax and corporate finance enable us to add value throughout the organisation and enable clients to meet the challenges facing the industry.
Investment Management

Investment Management
At Deloitte we recognise there are no “one-size-fits-all” solutions. Our clients range from hedge funds and private wealth managers to bank-owned investment managers and state and sovereign wealth funds. In each case we apply our sector expertise to help them to address the critical issues that face their particular business.


Our Services

Our Industries

Useful links

  • Deloitte Financial Services
  • Deloitte in Yorkshire
  • Meet the team
  • Submit a request for proposal
  • Contact us

Key contact

  • Stephen Williams
    Regional Head of Financial Services
    0113 292 1231
  • Sue Holmes
    0113 292 1587

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