ICAEW CharteredRachel Moore
Managing Partner, FCA
Founded Ledgerline Advisers after a decade in corporate finance. Specialises in owner-managed businesses and tax planning for directors.
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About Ledgerline Advisers
Built around our clients.
The people, principles and story behind Ledgerline Advisers.
0161 555 0142 Mon – Thu · 8:30am – 6:00pm
ICAEW CharteredTrusted by clients in Cardiff
Why Ledgerline Advisers
Why clients in Cardiff choose us.
The care and expertise of a specialist, with the time and warmth of an independent.
01
Fixed monthly fees
One price agreed upfront. Phone calls and emails are always included, so you never hesitate to ask.
02
A named adviser
The same chartered accountant every year, who knows your business and picks up the phone.
03
Cloud-first
Live numbers in modern software, bank feeds connected and receipts captured from your phone.
04
Proactive tax planning
We review your position before the year ends, while there's still time to make a difference.
Mission & values
Service that feels personal again.
Everything we do at Ledgerline Advisers comes back to six simple promises we make to all of our clients.
01
People first
We take the time to listen. Every conversation starts with you, not a ticket number.
02
Real expertise
Our advisers are experienced, properly trained and genuinely good at what they do.
03
Rooted in Cardiff
Local partners, local suppliers and a lot of local clients. We're proud to be part of Cardiff.
04
Easy to reach
Call, message or drop in. Quick, clear answers without the runaround.
05
Honest advice
If something isn't right for you, we'll say so, even when it means less business for us.
06
Privacy, always
Your details stay private and secure. We never sell or share your data.
- ICAEW Chartered
- FCA regulated
- Xero Platinum Partner
- 4.9★ on Trustpilot
- Fixed monthly fees
Meet the team
The people behind Ledgerline Advisers.
Experienced advisers who know Cardiff, take the time to listen and get the details right.
ICAEW Chartered
ICAEW CharteredJames Calder
Chartered Financial Planner
Leads our wealth team. Helps families plan retirement, pensions and inheritance with straight-talking advice.
ICAEW CharteredSophie Grant
Head of Advisory
Former FD who now acts as part-time finance director for growing businesses across the region.
ICAEW CharteredDaniel Price
Tax Manager, CTA
Chartered tax adviser who makes Self Assessment, property tax and MTD feel straightforward.
ICAEW CharteredPriyanka Shah
R&D Tax Specialist
Engineer turned tax adviser. Has prepared more than 200 R&D claims for tech and manufacturing companies.
ICAEW CharteredLiam O'Connor
Payroll Lead
Runs payroll for over 1,800 employees each month and has never missed a pay day.
Gallery
See it for yourself.
A look behind the scenes at Ledgerline Advisers: the space, the advisers and the clients we work for.
Next step
Let's get you sorted.
Tell us what you need and our advisers will take it from there. It's quick, there's no obligation and we reply the same day.