Business Details
Expert Accountancy Services in Cardiff
We are a firm of Chartered Certified Accountants based in Cardiff, dedicated to providing tailored financial solutions for businesses and individuals. With over 60 years of combined experience across our four directors, we specialise in accountancy, audit, corporate finance, and taxation services. Our approach prioritises understanding client needs to deliver strategic advice that supports growth and compliance. We serve businesses in Cardiff and surrounding areas, offering face-to-face, phone, and email consultations.Our commitment to clarity ensures clients receive honest, jargon-free guidance, with a focus on minimising tax liabilities and optimising financial management. We pride ourselves on reliability, professionalism, and a client-centric ethos that has earned long-term trust from sole traders to multinational corporations.
Services
Accountancy
Audit Services
Corporate Tax
VAT Compliance
Payroll Management
Company Secretarial
Corporate Finance
Personal Tax Planning
Grant Funding
Solicitors Accounts
Highlights and features
- We offer over 60 years of combined experience in accountancy and taxation.
- Our services are tailored to meet individual client requirements.
- We provide clear, jargon-free financial advice and transparent pricing.
- Our team includes Chartered Certified professionals with industry-specific expertise.
- We serve businesses across Cardiff and surrounding areas including Swansea and Newport.
Associations and certifications
- ACCA (Association of Chartered Certified Accountants)
What people say
Exceptional service
Approachable team
Professional and accurate
Excellent technical advice
Friendly and reliable
Services
Accountancy
We provide comprehensive accountancy services including annual accounts preparation, company secretarial matters, and tailored management accounts. Our team ensures compliance with Companies House requirements while identifying opportunities to improve financial management. Clients receive clear explanations of their financial position to support informed decision-making.
Corporate Tax
Our corporate tax services focus on compliance and strategic planning to minimise liabilities. We prepare and file tax returns, advise on tax-efficient business structures, and represent clients during HMRC disputes. Expertise spans industry-specific tax reliefs including R&D credits and Patent Box schemes.
Audit Services
We conduct statutory audits and SRA-compliant solicitors' accounts reviews. Our approach combines regulatory compliance with practical business insights, offering feedback on internal systems and controls. Additional services include grant funding audit support and financial statement verification.
Payroll Management
Our payroll services cover RTI submissions, PAYE/NIC calculations, and year-end returns. We provide tax-efficient remuneration strategies, auto-enrolment compliance, and statutory payment calculations. Clients benefit from reduced administrative burdens and expert employment tax advice.
Company Secretarial
We manage statutory compliance including confirmation statements, share transfers, and dividend administration. Services cover company formations, PSC register maintenance, and board meeting documentation. Our support ensures businesses meet legal obligations while streamlining corporate governance processes.
People
Steve Bickerton
Compliance Director
With over 30 years' experience in audit and business advisory, Steve has worked with international firms in Cardiff and Brisbane. He specialises in compliance for solicitors' practices, SMEs, and multinational corporations.
Fleur Riggs
Tax Director
A Chartered Tax Advisor with 30+ years' experience, Fleur specialises in corporate tax strategy. She previously held senior roles at Big 4 and top 25 firms, advising on tax compliance for diverse business structures.
Iwan Jones
Audit Director
A Chartered Accountant since 2011, Iwan has extensive audit experience gained at regional and national firms. He became a director in 2018, focusing on audit compliance and financial reporting solutions.
Lloyd Thomas
Director
Qualified Chartered Accountant with first-class honours from Cardiff University. Specialises in financial modelling and reporting, gained through experience at a national practice in Birmingham before joining Advantage in 2012.
Questions
What accounting services do you offer for small businesses?
We provide annual accounts preparation, management accounts, expense tracking, and tax compliance services tailored to small businesses in Cardiff and surrounding areas.
Can you assist with corporate tax planning?
Yes, our Chartered Tax Advisors offer strategic planning to minimise liabilities, including R&D tax credits, Patent Box schemes, and business structure optimisation.
Do you provide audit services for solicitors' firms?
We specialise in SRA-compliant audits, including accountants' reports, system reviews, and compliance support for legal practices across South Wales.
How do you handle payroll for growing businesses?
Our payroll services include RTI submissions, auto-enrolment compliance, and tax-efficient remuneration strategies, with tailored support for businesses of all sizes.
What areas do you cover beyond Cardiff?
We serve clients in Swansea, Newport, Chepstow, Caerphilly, Barry, Bridgend, and Port Talbot, with remote support available nationwide.
Reviews (6)
Steve Hickson
Dec 05, 2019
Report
Mark and Steve have been our company accountants and advisors for the last eight years. In that time they, and their team, have proven diligent, reliable and able to assist with corporate strategy too. I would have no problem recommending them.
Inscapes
Jan 03, 2019
Report
The service you provide is something i have been looking for a long time, the perspective & value you add to our business is enormous as your outlook is not blinkered by the day to day running of the business. The ability of just being able to pick up the phone and get sound advice, and the ability to bring our senior managers in to discuss their concerns and challenges gives the whole team confidence. Since we have started working together, we have highlighted weakness in our business and identified what we will do to work through those issues, and the confidence that gives me for the ensuing
Paul Pelopida
Dec 13, 2018
Report
A superb professional accurate service from the team at Advantage. They are always happy to help and deal with any query no matter how small. Since appointing their services , felt reassured that our corporate accounting matters are in good hands!.... UskVale Financial Planning....
Peter Grima
Jul 11, 2018
Report
We have been with Advantage Accountancy from when they first established their business. During this time we have always given good, honest and practical advice. Paperwork and accounts for many businesses can be both a chore and difficult to comprehend. Through all the years we have been with Advantage Accountancy they have managed to take away the mystique and complexity of dealing with this side of the business, and always provided the time to explain our personal and business tax returns. They have ensured that we fully understood our accounts and advised us on ways to improve the management
Sara Matthews
Jun 26, 2018
Report
Really pleased with the service provided. Mark and his team have been really helpful with all of our queries, even the small and silly ones. Advice has been prompt and sound. Staff have been very pleasant to deal with. Happy to recommend!
Chris MacManus
Jun 20, 2018
Report
Excellent accountants, dilligent team who are always on hand to answer questions and who ensure everything is kept on top of. Highly recommended