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Navigating new SRA client money safeguards

On the 2nd of June 2026, the Solicitors Regulation Authority announced its most sweeping structural reform to client money protection in a generation.
 
Successfully navigating the new SRA client money safeguards has suddenly become the top operational priority for managing partners and COFAs across the country.

Navigating the Operational Impact of the new SRA client money safeguards

The SRA’s announcement introduces immediate structural challenges for growing legal practices.
 
With the hard £600,000 turnover threshold enforcing a separation between management and compliance roles, and mandatory accountants’ reports now going directly to the regulator, financial tracking must be completely airtight.
 
There is understandable concern over the operational logistics, and a lot is still to be clarified and worked out across the legal sector.
 
However, ensuring robust financial controls is never a bad thing—especially when navigating the new SRA client money safeguards can simultaneously increase the efficiency and profitability of your firm.
 
You cannot afford to stretch busy billing partners across these intensive systems reviews. Yet, adding a full-time, non-billing internal finance manager can heavily impact your net margins. There is another option.
 

The Independent Partner Framework

We provide the operational framework your firm needs to navigate these shifts.
 
To preserve maximum independence, we operate as an external advisory and systems partner.  We act as your independent finance experts—giving your management team and internal COFA the robust systems, clean data, and structural confidence they need to satisfy the regulator.

Credentials:

Ross Moore FMAAT


  • Fellow Member of the Association of Accounting Technicians.
  • 14 years of SRA Accounts Rules, systems, and law firm financial management.


Ruth Moore

  • Formerly a Fellow of the Institute of Legal Executives.
  • 25 years in commercial litigation within city-based firms, including Morgan Cole.

Together, we bring a rare blend of financial and legal operational understanding.

How we help improve controls & profitability

Independent Systems Verification

An objective external perspective to review your legal accounting workflows, ensuring your internal compliance officers meet the SRA’s strict expectations for ledger monitoring.

Pre-Audit Financial Controls

Routine diagnostics that catch ledger, reconciliation, and software errors before your mandatory annual accountant’s report is transmitted directly to the SRA.

Strategic Financial Direction

Professional financial oversight—including tailored management accounts, cashflow forecasting, and budgeting—without the burden of a full-time executive salary.

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Request your Financial Controls Review now