Chris Burr
Client Money CASS 5 Consultant and Director at Broad Reach Partnership Limited | Greater Colchester Area
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Chris Burr is a seasoned expert in Client Money CASS 5 compliance, currently serving as a Consultant and Director at Broad Reach Partnership Limited. With over 15 years of dedicated experience in supporting insurance intermediaries, Chris has honed his skills in safeguarding Client Money, ensuring that firms not only meet regulatory requirements but also instill confidence in their senior management teams. His extensive knowledge of the Financial Conduct Authority (FCA) regulations allows him to provide tailored, practical solutions that address the unique challenges faced by businesses in the financial services sector.
At Broad Reach Partnership, Chris specializes in CASS 5 rule mapping, a critical process that helps firms navigate the complexities of compliance in light of the latest Financial Reporting Council (FRC) standards on CASS Assurance Reports. His proactive approach includes conducting thorough reviews and gap analyses, enabling organizations to identify weaknesses in their existing client money controls. By implementing robust improvement strategies, Chris ensures that his clients can effectively manage their Client Money obligations while minimizing risk.
In addition to his compliance expertise, Chris is adept at conducting acquisition due diligence, particularly in the context of mergers and acquisitions within the insurance sector. His comprehensive understanding of financial reporting and auditing further enhances his ability to guide firms through the intricacies of CASS compliance. By leveraging his skills in managing agents and brokers, Chris Burr continues to be a pivotal resource for insurance intermediaries striving for excellence in Client Money protection and regulatory adherence.
Client Money CASS 5 Consultant and Director at Broad Reach Partnership Limited in August 2009 to Present
Finance Director at HSBC Insurance Brokers Ltd in July 1994 to August 2008
Audit Manager at KPMG UK in September 1989 to July 1994
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Acquisition Due Diligence
Insurance Brokers
Managing Agents
Client Money Protection under CASS 5
Insurance
Brokers
Business Planning
Financial Services
Accounting
Management
Internal Controls
Finance
Auditing
Change Management
Financial Risk
Risk Management
Financial Planning
Mergers & Acquisitions
Financial Reporting
CASS
CASS 5
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Discover more about Broad Reach Partnership LimitedWhat is Chris Burr email address?
Email Chris Burr at [email protected]. This email is the most updated Chris Burr email found in 2026.
How to contact Chris Burr?
To contact Chris Burr send an email to [email protected].
What company does Chris Burr work for?
Chris Burr works for Broad Reach Partnership Limited
What is Chris Burr's role at Broad Reach Partnership Limited?
Chris Burr is Client Money CASS 5 Consultant and Director
What is Chris Burr's Phone Number?
Chris Burr's phone +44 ** **** *227
What industry does Chris Burr work in?
Chris Burr works in the Insurance industry.
Chris Burr Email Addresses
Chris Burr Phone Numbers
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