Business Details
47 Years
experience
Trusted Chartered Accountants in Swansea
Established in 1979, James & Uzzell is a leading accountancy, audit, and consultancy practice based in Swansea. With over 40 years of experience, we provide practical commercial advice to businesses across Wales, specialising in serving SMEs, family businesses, and professional clients. Our team of 20 professionals, including five registered auditors, combines technical expertise with a hands-on approach to deliver tailored financial solutions. We prioritise long-standing client relationships, ensuring compliance while offering proactive tax planning, business strategy, and audit services.Recognised as an ACCA Platinum Approved Learning Partner, we maintain rigorous standards through continuous professional development and external audits. Our focus extends beyond compliance to include corporate recovery, business planning, and wealth management, reflecting our commitment to client success and industry excellence.
Services
Audit and Accounting
Taxation
Payroll Services
Company Secretarial
Fee Protection Insurance
Business Advisory
Estate Planning
Forensic Reports
Company Valuations
Details
- Year established: 1979
Highlights and features
- We have 5 registered auditors with ACCA accreditation.
- We build long-standing relationships through high-quality, personal service.
- We collaborate with professionals meeting our quality standards.
- We are an ACCA Platinum Approved Learning Partner.
- We offer extensive technical knowledge in accountancy and tax planning.
Associations and certifications
- ACCA (Association of Chartered Certified Accountants)
What people say
Expertise in tax planning
Proactive financial advice
Personalised service
Reliable audit support
Services
Audit and Accounting
We provide comprehensive audit and accounting services to ensure compliance and informed business decisions. Our statutory audits meet Companies Act requirements, while specialist audits cater to sectors like charities and solicitors. Using advanced technology, we deliver accurate financial reporting and proactive risk management.
Taxation
Our proactive tax planning covers corporate, personal, VAT, inheritance, and capital gains tax. We prepare and submit returns, forecast liabilities, and utilise reliefs to minimise tax exposure. Clients benefit from tailored strategies to ensure compliance and financial efficiency.
Business Advisory
We offer bespoke business planning, budgeting, and forecasting services. Our team helps clients create financial models, monitor KPIs, and re-forecast to achieve targets. We also assist with mergers, acquisitions, and systems integration to drive growth and operational efficiency.
Estate Planning
Our estate planning services protect assets and reduce inheritance tax liabilities. We create trusts, advise on retirement planning, and collaborate with financial advisors to ensure long-term wealth preservation and intergenerational financial security.
Forensic Reports
We conduct forensic audits and due diligence for legal cases, business disputes, and probate. Our reports provide defensible financial analysis, supporting clients in resolving conflicts and ensuring transparency in complex financial matters.
People
Alison Uzzell
Director & Registered Auditor
Alison is a Fellow of the ACCA with extensive audit experience. She specialises in statutory audits and client relationship management, ensuring high standards of compliance and service delivery.
Emma Hughes
Director & Registered Auditor
Emma leads audit engagements and oversees compliance with regulatory standards. Her expertise includes financial reporting and client advisory services for SMEs.
Tony James
Consultant Registered Auditor
Tony provides audit consultancy and supports business recovery strategies. With decades of experience, he advises on risk management and corporate restructuring.
Lisa Jenkins
Associate & Registered Auditor
Lisa specialises in audit compliance and financial due diligence. She works closely with clients to ensure accurate reporting and adherence to regulatory frameworks.
Jonathan Hughes
Associate & Registered Auditor
Jonathan focuses on audit engagements for SMEs and not-for-profit organisations. He ensures audit processes align with client needs and regulatory requirements.
Questions
What services does James & Uzzell offer?
We provide audit, accounting, taxation, business advisory, estate planning, and forensic reporting services for SMEs and professionals.
How do you assist with tax planning?
We offer proactive tax strategies for corporate, personal, VAT, inheritance, and capital gains tax to ensure compliance and efficiency.
Are you regulated by professional bodies?
Yes, we are ACCA-registered statutory auditors and an ACCA Platinum Approved Learning Partner.
Do you work with SMEs?
Yes, we specialise in supporting SMEs with tailored financial solutions and compliance services.
Can you help with business sales or acquisitions?
Yes, we provide due diligence, financial structuring, and tax planning for business transactions.
What areas do you cover?
We operate across Swansea and South Wales, serving clients in Aberystwyth to Avon.
