We've built a team of experts to help protect your business, and keep it profitable.
Articles
Success
STRATEGY DAY
Contact
02920 104111get in touch
" The business has a vision to bring a modern spin to these typically formal services, and our aim is to become an extension to our clients teams, always collaborating and focussing our value proposition on advice based services. Challenging the more ‘traditional’ ways of doing business in these fields, the team, while in previous roles all knew that there was a better way to do things. We focus on being service led, whilst utilising technology to streamline processes and provide excellent customer experience.
The business is run by seasoned experts, who are invested in providing real value-add services to our clients, becoming trusted experts delivering fair, transparent advice "
Past Experience
Tom is trained in national practice and moved to industry working on transactions (in house), and moved back to practice to specialise in Corporate Finance as an advisor. He became aware of a change in the profession leaning more towards advice and founded Cadre as a result – in order to capture the advances in tech and deliver actionable data with clear advice. Tom also acts as an external CFO for start, scale and growing companies.
Interests outside of work
What Tom enjoys about working at Cadre
The culture, as Cadre put the clients first by providing positive, proactive, and efficient advice. This allows Cadre to create a relaxed environment as we are not always pressed by deadlines as in traditional practice.
A fact about Tom that not many people know
Tom never liked accountancy until advances in tech made it possible to work with live data… it allows Cadre to really advise clients.
Jamie trained in the tax team at UHY Hacker Young whilst studying ACCA. He spent 5 years at Gerald Thomas Chartered accountants before identifying that clients wanted more from their advisors. Jamie joined Cadre in 2020 in the heart of the Covid Pandemic to provide that higher level of service to clients.
His dogs are what make him smile. He has two dogs of his own and his wife runs a doggy day care business, so his life is full of dogs. Jamie is also a big rugby fan. He played from the age of 6 until his mid 20’s. “I tell people I might have made it pro if it wasn’t for my size and my injuries, but in reality, I am just kidding myself.”
It is a relaxed atmosphere and as far away from your traditional accountancy stereotype you can get. Cadre works with clients on a closer basis than most, so developing those relationships is great and he gets to meet some very inspiring entrepreneurs.
Jamie ran an 11 second 100M at 16 years old. He is much slower now. He lost his hair to male pattern baldness at age 25. Which he says isn’t bad considering his dad was bald by the time he was 19.
Past experience
Lewis started his career in finance as a Derivatives Trader before finding Wealth Management. Following a paraplanning role at a small IFA practice, Lewis spent 4 years at a large national advice practice, where he began advising clients at the age of 26. Lewis joined Cadre in July 2024 to lead the Wealth Management arm of Cadre.
Interest outside of work
Sport takes up most of Lewis's time outside of work, spending summers playing golf, winters playing football, and spends all year round being a long-suffering Spurs fan.
What Lewis enjoys about working in Cadre
"I love the different types clients I get to work with, all with vastly different stories and backgrounds. Also, its refreshing to work and collaborate with other professionals like Jamie and Tom that bring so much expertise in areas I may not have been exposed to otherwise."
A fact about Lewis that not many people know
Lewis is a big Heavy Metal fan and a very accomplished guitarist, however has never been in a band!
James trained in the SBU (small business unit) in BPU. He spent 6 years at the firm doing VAT returns, bookkeeping, year-end accounts and management accounts before joining Cadre in 2021.
James likes listening to his vinyl collection and playing board games, but spends most of the weekend deciding what to play as they have too many to choose from.
It’s a very proactive firm. He likes the fact that Cadre gets the year end accounts done in a timely manner and how closely Cadre works with clients to help them understand the ins and outs of their finances.
James used to work in a kitchen as a cook when he was younger but didn’t like the very long hours. So, you may say he couldn’t handle the heat.
John is an experienced CFO/CEO, with 13 years of NED Directorships, including Interim Finance positions and a NED Chair. His varied NED positions over the last few years have complemented previous experience gained from managing complex corporate growth and international transactions.
Outside of work John enjoys spending his time by going on walks with his family and playing golf!
John enjoys the culture at Cadre as it has a young and vibrant environment.
John’s nickname is ‘Fire-starter’ which comes from his time living in Spain.
Charlie is a qualified humanistic-existential counsellor and worked in a Children's Hospice for 11 years. She then went on to work in Student Services at Cardiff University, the Child Health team within the NHS and Marie Curie Hospice, Penarth. Her extensive experience in these areas has meant she now carries out all of her work with an amazing amount of empathy and kindness.
She loves horses and dogs, being outdoors, walking and yoga.
She also likes to spend her time gardening or eating out - her favourite food is tapas, especially Bar 44!
The team and how everyone is so supportive of each other. Charlie also likes the open-plan office, it means everyone is involved in everything and you learn so much every day.
Charlie is in fact scared of dinosaurs… She is also very good at cooking Chinese food!
It wasn’t until 2017 that Sean got into bookkeeping/accounting. Before that he was more involved with manual labour jobs, until he took the plunge into an office job in an administrators role for Cartridge Mate, a printer ink retailer. Not long into his role, Sean’s previous boss noticed he had a good mind for numbers and offered him to go onto the AAT apprenticeship. Sean worked through AAT levels 2,3 and 4 apprenticeship whilst gradually taking on more accountancy based tasks. After completing his Level 4 AAT, he came to Cadre in April 2021 as the newest development project.
Sean enjoys all things football. Playing, coaching, watching and managing fantasy teams. He plays for his local team, Cogan Coronation AFC and helps coach his daughters team too. He plays Centre Back; tackling and kicking it up the field has been his game plan for years.
He also enjoys taking the dogs for walks with the family and evenings out with his wife.
Flexibility! It’s not your usual ‘be at work for 9-5 in a shirt and tie’. The flexibility suits him perfectly for family life which can be chaotic at times. Cadre are happy to train or teach you and help you grow with the business rather than only being interested in someone who has been in the game for 10 years.
Sean left all social media a few years ago and never looked back since. He has a son with a very rare genetic condition (Pallister Killian Syndrome). He is also a terrible dancer but it doesn’t stop him trying when he’s had a few drinks!
Past Experience
I worked as a Barista for 8 years before making the move to Cadre
Interests outside of work
I enjoy playing board games and reading fantasy and sci-fi
What you enjoy about working at cadre
I enjoy working in a collaborative environment where we can bounce idea's back and forth off each other
A fact about you not many people know
I have a rabbit called Chester and love to wear party pants
Join The Team
Book a Call
Cadre Advisory Limited, Registration Number 10696705. Copyright © 2021Cadre Advisory Ltd. All Rights Reserved. Please provide any correspondence to Cadre’s Head Office: Unit B, Off Edge, Station Approach Penarth, CF64 3EE. View our Privacy Policy. View our Cookie Policy
Cadre Wealth is a trading name of Lime Wealth Limited which is an Appointed Representative of ValidPath Limited. ValidPath Limited is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107. Registered in England and Wales, registered number 14573541. Registered office address: Unit B, Off Edge, Station Approach Penarth, CF64 3EE.
The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
The value of investments and any income from them can fall as well as rise. You may not get back the full amount invested.
Privacy Policy | Web Design by Doubleu Digital