Business Details
Trusted Chartered Accountants in Cardiff
We are a Cardiff-based accountancy firm with over 60 years of combined experience across accountancy, audit, corporate finance, and taxation. Our team of chartered certified professionals delivers tailored financial solutions to businesses of all sizes, from sole traders to multinational corporations. We prioritise client needs through face-to-face meetings, phone, and email consultations, serving areas including Swansea, Newport, and Bridgend. Our services encompass annual accounts preparation, tax planning, payroll management, and strategic business advice. We focus on clarity, avoiding jargon to ensure clients understand their financial position and make informed decisions.With four directors holding qualifications from ACCA, FCA, and CTA, we combine technical expertise with practical guidance. Our approach includes identifying tax-saving opportunities, improving financial systems, and providing audit support aligned with regulatory requirements. We serve diverse sectors, including legal practices, startups, and non-profits, offering grant funding assistance and corporate finance advisory. Our commitment to reliability and transparency has earned long-term client relationships, evidenced by testimonials highlighting our responsive, professional service.
Services
Accountancy
Audit
Corporate Tax
Payroll
Company Secretarial
VAT Services
Self Assessment
Corporate Finance
Personal Tax Planning
Highlights and features
- We have over 60 years of combined experience in accountancy and taxation.
- Our services are tailored to meet individual client requirements.
- We communicate financial matters clearly without technical jargon.
- We serve businesses across Cardiff and surrounding areas including Swansea and Newport.
- Our team includes chartered and certified accountants with specialist industry knowledge.
Associations and certifications
- Association of Chartered Certified Accountants (ACCA)
What people say
Exceptional service
Professional and accurate
Friendly and helpful
Excellent technical advice
Far better value for money
Services
Accountancy
We provide comprehensive accountancy services including annual accounts preparation, management accounts, and Companies House filings. Our team ensures compliance while identifying tax-saving opportunities and improving financial systems. Clients receive tailored advice to support strategic business decisions.
Corporate Tax
Our corporate tax services cover return preparation, tax planning, and dispute resolution with HMRC. We help businesses structure operations tax-efficiently and maximise industry-specific reliefs while ensuring compliance with reporting obligations.
Payroll
We handle payroll processing, RTI submissions, and statutory payments including maternity and sick pay. Our services ensure compliance with PAYE regulations and provide tax-efficient remuneration strategies for employers.
Audit
We conduct statutory audits and SRA-compliant solicitor account reviews. Our approach combines regulatory compliance with practical advice to improve clients' financial systems and controls while minimising audit disruption.
Company Secretarial
Our company secretarial services include maintaining statutory registers, filing annual returns, and share transfer administration. We ensure businesses meet Companies House requirements and manage corporate governance documentation efficiently.
People
Steve Bickerton
Compliance Director
Qualified accountant with 30+ years' experience in audit and advisory services. Specialises in working with legal practices, SMEs, and multinational corporations across Cardiff and Brisbane.
Fleur Riggs
Tax Director
Chartered Tax Advisor with 30+ years' experience in corporate tax. Formerly trained at a Big 4 firm, specialising in tax compliance and planning for diverse business structures.
Iwan Jones
Audit Director
Chartered Accountant qualified in 2011 with expertise in audit and accounting. Joined Advantage in 2012 and became director in 2018, specialising in financial reporting.
Lloyd Thomas
Director
Chartered Accountant with first-class degree from Cardiff University. Specialises in financial modelling and reporting, qualified in 2018 after training with national accountancy firms.
Questions
What accounting services do you offer for small businesses?
We provide annual accounts preparation, management accounts, and tax compliance services tailored to small businesses, with advice on expense management and financial planning.
Do you handle corporate tax planning for larger companies?
Yes, we offer corporate tax planning, compliance, and dispute resolution services for large corporations, focusing on tax-efficient structures and industry-specific reliefs.
Can you assist with payroll for businesses of all sizes?
We manage payroll processing, statutory payments, and compliance for businesses of all sizes, including auto-enrolment pensions and CIS returns.
Are your accountants qualified and accredited?
Our team includes ACCA and ICAEW chartered accountants, with CTA-qualified tax specialists, ensuring professional standards across all services.
Do you offer online accounting services?
Yes, we provide cloud accounting solutions and remote support alongside face-to-face meetings, using systems like Xero for real-time financial management.
What areas do you serve besides Cardiff?
We serve clients in Swansea, Newport, Chepstow, Caerphilly, Barry, Bridgend, and Port Talbot, with remote support available nationwide.
