Business Details
50+ Years
experience
Trusted Chartered Accountants in Cardiff Since 1931
Established in 1931, we are an independent accountancy practice with a legacy of over 90 years of continuous service to the business community. Our approach combines technical expertise with a commitment to providing personalized, client-focused advice. We specialise in tax planning, financial reporting, and business advisory services, supporting clients through all stages of their financial journey.Our independence ensures unbiased recommendations, with remuneration derived solely from client fees. We maintain long-standing relationships with professionals across tax, accountancy, and related fields to deliver comprehensive solutions tailored to individual client needs.
Services
Company Formation
Tax Returns
Payroll Services
Business Advisory
Inheritance Tax Planning
VAT Returns
Accounting
Probate Assistance
Data Protection Compliance
Tax Investigations
Details
- Year established: 1931
Highlights and features
- We offer over 90 years of independent accountancy expertise.
- Our advice is exclusively client-focused with no third-party influence.
- We provide tailored solutions for complex tax and business challenges.
- Our team includes specialists in HMRC compliance and tax investigations.
- We maintain long-standing industry relationships for comprehensive support.
Associations and certifications
- Institute of Chartered Accountants in England and Wales (ICAEW)
Services
Taxation Services
We provide comprehensive tax planning and compliance solutions for individuals and businesses. Our expertise includes personal tax returns, VAT submissions, inheritance tax strategies, and HMRC dispute resolution. With decades of experience advising on complex tax matters, we ensure clients meet legislative requirements while optimising financial outcomes through tailored strategies.
Company Secretarial
Our company secretarial services cover formation, annual returns, and governance support. We assist businesses with statutory filings, shareholder communications, and regulatory compliance. This service ensures companies maintain good standing with Companies House while reducing administrative burdens through expert handling of documentation and deadlines.
Payroll Bureau
We manage payroll processing for businesses of all sizes, including weekly/monthly payments, benefits-in-kind reporting, and year-end returns. Our service ensures accurate calculations, timely submissions to HMRC, and compliance with evolving employment tax regulations. Clients benefit from reduced administrative workload and confidence in meeting statutory obligations.
Business Advisory
Our advisory service covers business start-ups, funding strategies, and structural planning. We provide cash flow analysis, profitability reviews, and acquisition/disposal guidance. By combining technical knowledge with practical insights, we help clients make informed decisions aligned with their commercial objectives while maintaining compliance with relevant legislation.
Inheritance Tax Planning
We specialise in inheritance tax mitigation strategies, including lifetime gifting, trust structures, and residence nil-rate band utilisation. Our approach balances tax efficiency with client circumstances, ensuring compliance with current legislation. With expertise in probate and estate administration, we provide holistic solutions to preserve wealth across generations.
People
Martyn J.G. Warren
Chartered Accountant
Martyn oversees accounts and tax returns, specialising in personal tax and financial planning. He represents the Institute of Chartered Accountants nationally on HMRC committees and provides technical expertise to staff and clients.
Gail Kurowski
Office Administrator
Gail manages office administration, fees, and suppliers. Her technical work includes company formation, probate, and student loan casework, ensuring efficient operational support for the practice.
Nicholas Metallinos
Client Portfolio Manager
Nicholas maintains the largest client portfolio, handling sole traders and partnerships. He prepares tax returns, manages payroll, and files VAT returns, providing consistent support for business clients.
Kenneth Rock
Tax Specialist
Ken focuses on tax investigations, construction industry compliance, and payroll management. He handles employee benefits and National Insurance contributions, offering specialist tax advisory services.
Lorraine Clutterbuck-Jones
Accountant
Lorraine works part-time, preparing accounts for small businesses and limited companies. Her expertise covers statutory reporting and associated tax compliance requirements for corporate clients.
Questions
What accountancy services do you offer?
We provide tax compliance, payroll management, company secretarial work, business advisory, and inheritance tax planning services for individuals and corporate clients.
How do you ensure compliance with tax regulations?
Our team stays updated on legislative changes and maintains professional accreditations. We combine technical expertise with regular client reviews to ensure ongoing compliance.
Can you assist with business start-ups?
Yes, we support new businesses with formation, funding strategies, cash flow management, and structural planning to establish strong financial foundations.
Are your services available outside Cardiff?
While based in Cardiff, we serve clients across South Wales and maintain professional relationships for nationwide support through associated experts.
How do you handle client confidentiality?
We adhere to strict data protection protocols and professional ethics, ensuring all client information remains secure and used solely for providing requested services.
What makes your practice unique?
Our independence, 90+ years of local expertise, and client-centric approach differentiate us. We prioritise bespoke solutions over standardised products, with no third-party commercial relationships.
Reviews (1)
Better Performance
Jul 07, 2021
Report
Do not recommend. Constant deadlines missed, with poor excuses, which has in result caused fines against our business. We're now moving to another Accountancy Firm, and still struggling to obtain paperwork!
