Profile
David is a qualified Chartered Accountant and a member of the Institute of Chartered Accountants in England and Wales. He is a partner in the business services department, based in our Cardiff office, and leads our regional Solicitors Regulation Authority (SRA) review work.
David brings a wealth of experience from both practice and industry, having worked with a wide range of SMEs and professional practices since qualifying. His expertise spans financial management, compliance, and strategic business planning, with a strong focus on helping clients understand their financial position and make informed decisions for long-term success.
He is passionate about building lasting relationships with his clients, offering proactive advice that goes beyond the numbers. David supports business owners in achieving their goals by providing tailored financial insights and strategic guidance that align with their vision and values.
His client portfolio is primarily made up of privately owned businesses across the manufacturing, engineering, research and development, and professional services sectors. David’s deep understanding of the challenges and opportunities facing SMEs allows him to deliver practical, results-driven advice at every stage of the business lifecycle.
He is highly skilled in financial reporting, cash flow forecasting, tax planning, and audit, and is proficient in cloud-based accounting platforms including Xero, QuickBooks, and Sage. David’s goal is to help clients grow their businesses, enhance their wealth, and create a lifestyle that reflects their ambitions.
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