CASS Compliance

“I have specialised in the protection of Client Money and CASS compliance within UK insurance intermediaries because this is an area where most firms face real practical challenges.  As a former CFO of a large UK broker and having supported broking firms from the largest and most complex to the smaller firms, I can fully understand these practical challenges.   My extensive CASS experience means that I can add real significant value. By helping to design and implement effective solutions my aim is to leave my clients with a well founded confidence that their firm is protecting Client Money effectively and has good control over its CASS compliance.” Chris Burr.

Chris has 25 years of experience working in financial services. Prior to forming Broad Reach Partnership Ltd in 2009, he worked with HSBC Group for 14 years including 8 years as Finance Director of HSBC Insurance Brokers Limited and also held directorships of other broking  and insurance entities within the HSBC Group in the UK, China, Hong Kong & Singapore.

After graduating from Bristol University in 1989 with a 1st Class BSc degree in Economics and Accounting, Chris qualified as a Chartered Accountant  in 1994.  He trained with KPMG, where he enjoyed a broad range of business services experience before concentrating on the financial services sector and specialising on leasing, insurance and insurance broker clients.

Outside of work he enjoys spending time with his family, coaches sailing and rugby, breeds rare breed pigs and is actively involved in the successful reintroduction of endangered Red Squirrels to Mersea Island in Essex.