O’brien & Partners - Chartered Accountants & Registered Auditors.
Member of The Institiute of Chartered Accountants in England and Wales Registered to carry on audit work in the UK and Ireland and regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales.

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Details of our professional indemnity insurer’s agent is Aqueous Management Limited trading as Aqueous Underwriting (Registered in England under company 11453265) Registered at 5th Floor, Marlow House, 1A Lloyd’s Avenue, London, ECN 3AA.The territorial coverage is worldwide excluding professional business carried out from an office in the United States of America or Canada.

Insurance

Our offices are based in Treforest and Cwmbran (see contact page for further details). 

 

O’Brien & Partners and Griffith Green Arnold are trading names of O'Brien & Partners KVE Ltd.

Offices

© 2017 O'brien and Partners - All Rights Reserved

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Our Teams

 

At O’Brien & Partners, we are believers in recruiting the right people to drive our client’s businesses forward. Our team of 24 is made up of range of ages, abilities, experiences, and equally as important, individual characters.  Some of our employees have worked with us for decades and have built strong, friendly, and professional relationships with a range of clients. 

Meet our Tax Managers

Ian Carmichael
Senior Tax Manager

Ian has over 32 years of tax experience, 27 of those spent at O’Brien & Partners!  It is no surprise that Ian looks after some of our longest standing clients where the continuity of the relationship and the intimate and detailed knowledge of their businesses is highly valued by his clients. He has particular specialisms in construction, plant hire, civil engineering and construction related businesses dealing with all aspects of compliance and advice.

 

Kevin Williams
Tax Manager

Kevin has over 12 years’ experience and is a qualified Chartered Tax Advisor. Kevin manages a large corporate, personal and trust portfolio covering all compliance and advisory needs for them. His specialisms include employment taxes, structuring and property tax planning.


Helen Williams
Tax Assistant Manager

Helen has experience of working within accountancy firms for nearly 10 years, 6 of those specifically tax based after qualifying as a chartered tax adviser at a regional accountancy firm. Helen manages a personal and corporate portfolio covering compliance, advisory, tax planning and Research and Development. 

 

Sarah Diggle

Tax Senior

Sarah has been specialising in tax for 19 years. Her experience has been gained through working for “the big 4” and regional accountancy firms. For the past 16 years, Sarah has been based at our Cwmbran Office where she has furthered her expertise in managing personal and corporate portfolios including compliance, advisory and completion of forms P11D.

Meet our Audit & Account Managers

Catherine Ingram
Senior Audit and Accounts Manager
Catherine is a Chartered Certified Accountant with over 32 years experience in both industry and practice, the last 14 years of those with O’Brien  Partners. During this time Catherine has managed her client portfolio developing strong and valued relationships and dealing with some of the firms largest corporate clients. Catherine has a wealth of experience in a number of sectors which includes construction/civil engineering, manufacturing, farming and transport.

Paul Smith

Senior Audit and Accounts Manager

Paul qualified as a Chartered Certified Accountant in 1995. For 30 years he has managed a large portfolio of corporate clients from our Cwmbran office, developing strong relationships along the way. He also has responsibility for clients from a variety of sectors including charities, solicitors and clubs.

Helen Saxton
Senior Audit and Accounts Manager

Helen qualified as Chartered Accountant with Grant Thornton 10 years ago. From here, Helen moved to a large regional firm where, one of her responsibilities, was managing Limited businesses and the company’s Not for Profit team. Since joining O’Brien & Partners, Helen has been responsible for a wider variety of limited businesses and charities.

Liz Boots

Audit and Accounts Manager

Liz has 34 years’ experience working with accountancy practices in Newport and Chepstow. For the past 10 years, Liz has been based at our Cwmbran office where she is responsible for both audit and accounts. A large proportion of her time is spent working directly with clients, offering assistance and support with accounting software and preparation of Management Accounts.

Liz qualified with the FCCA in 2011 and has a detailed experience with a variety of businesses, Sole Traders, Partnerships and Limited Companies.

Julia Brain 

Audit and Accounts Manager

Julia is ACCA qualified and joined our Cwmbran office in 1990.

She is responsible for her own portfolio of clients which includes a wide variety of limited companies and charities. Throughout her 28 years at our Cwmbran office, she has developed strong and valuable relationships with her client base.

 

Rachel Thomas
Assistant Manager
Rachel joined O’Brien & Partners in 2011, during this time she gained her ACCA qualification and has become one of our valued assistant managers.  She is responsible for managing her own portfolio of clients which includes Sole Trader and Limited Companies. 

Joanna Pugh
Assistant Manager
Joanna joined O’Brien & Partners in 2014 as a trainee accountant. Joanna has over 10 years of practice experience in a number of sectors and since passing her ACCA exams in 2016, she has continued to develop her skills and knowledge. Joanna now manages a client portfolio of small to medium sized businesses and is developing strong relationship with her clients.