Financial Services

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Financial Services is a broad term that refers to a wide range of services provided by the finance industry to manage money for individuals, businesses, and governments. Here’s a breakdown of what falls under financial services:

Main Categories of Financial Service

Banking Services

Retail Banking Services to individuals (e.g., savings and checking accounts, personal loans, credit cards)
Commercial Banking Services to businesses (e.g., business loans, commercial accounts)
Investment Banking Assists companies in raising capital (e.g., IPOs, mergers & acquisitions)

Investment Services

Asset Management: Managing investments for clients, including portfolios and mutual funds.
Wealth Management: Tailored financial planning for high-net-worth individuals.
Brokerage Services: Buying and selling securities on behalf of clients.

Insurance Services

Life Insurance
Health Insurance
Property and Casualty Insurance
Reinsurance (insurance for insurers)

Fintech Services

Mobile Payments and Digital Wallets (e.g., Apple Pay, PayPal)
Robo-Advisors (automated investment advice)
Peer-to-Peer Lending
Cryptocurrency Exchanges

Lending and Credit

Mortgages
Student Loans
Car Loans
Credit Card Issuing

Accounting and Tax Services

Personal and business tax filing
Bookkeeping
Financial statement preparation
Auditing

Financial Advisory Services

Personal financial planning
Retirement planning
Business financial consulting

WHAT OUR CUSTOMERS HAVE TO SAY

Check out some of our excellent feedback from local businesses

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Darren H

Moxham Quinn is a unique firm that combines the expertise of accountancy and law. Our founders, one an accountant and the other a solicitor, have built a boutique practice with a strong presence in both United Kingdom and the United Arab Emirates.