For Credit Unions

With extensive accounting needs coupled with substantial regulatory requirements, the success of your credit union rests upon professional guidance.

Our auditing team have a wealth of experience working with credit unions to provide thorough internal and external auditing services. We aim to ensure compliance, add value and offer guidance on improvements.

Accounts Preparation Service

Traditional Accounts Preparation

There’s no denying that reporting deadlines are tight for the majority of credit unions. That’s why we’re completely flexible in the timing of our Year End Accounts Preparation service.

Our team will guide you through the process, ensuring each and every regulation is accounted for and guarantee the independence of your audit is retained.

  • Accurate
  • Professional
  • Compliant
Accounts Preparation Service Accounts Preparation Service

Tax Services

Corporate Tax Return Service

With the system constantly undergoing changes from HMRC, completing tax returns can be a bit of a headache – but with PGM it doesn’t have to be. Our team have extensive experience in both personal and business tax, can navigate the nuances of legislation on your behalf and take the pressure off.

If you're interested in this service, please feel free to call into either our Belfast or Lurgan office and speak with one of our tax managers. Alternatively, you may wish to make use of our online tax return service.

Personal Tax Return Service Personal Tax Return Service

Audit Services

We have years of experience providing some of the country’s largest credit unions with honest, evidenced assurance.

Assurance Services

Our audit and assurance services help to identify internal system risks and failings, recommend areas for improvement and strengthen your credit union's reputation through essential compliance procedures.

  • Company Secretarial

    Compliance deadlines can bring pressure upon your business as they divert your focus and time away from what matters most – your growth. Ease the pressure and make sure your business doesn’t suffer with our comprehensive company secretarial service. We’ll take care of the deadlines so you don’t even have to give them a second thought.

  • Reporting to the Board

    If you use our internal and external audit services, we create extensive reports to credit union boards on a monthly, quarterly and annual basis. You can benefit from our additional consultancy services including improving monthly management information, Prudential Regulatory Authority (PRA) stress testing and setting attractive loan interest rates for members.

  • Reporting to the FCA

    Our team offers comprehensive advice and guidance when forming reports to be made to the Financial Conduct Authority (FCA). All reports must meet specific FCA requirements and as we are always aware of any developments we can provide you with a fully compliant service.

  • Submitting Annual Reports

    Annual reporting to the Financial Conduct Authority (FCA) must be completed accurately particularly due to the number of specific requirements. To ensure you get it right our service can provide professional assistance in the preparation and submission of both annual and quarterly reports.

PGM Specialist Blogs

Read our specialist blogs to find out more about the latest changes that might affect you or your business.

Financial Services Advice

Over the years we’ve formed relationships with a number of trusted experts in the financial industries. If you’re looking for Investment, Pension or Protection advice, we can point you in the direction of a qualified advisor.

Free Consultation

Want to find out more about how PGM’s services can help you? Come and see us for a free 45-minute consultation with one of our qualified chartered accountants. We’ll get to know you, or your business, and explore how our services will be beneficial in providing the financial solutions that you need.