Verified AccountantsUK firms, verified against the public record
South Wales Accountancy & Taxation Limited website icon

South Wales Accountancy & Taxation Limited

Chartered Certified Accountants in Bridgend CF32

Verified & RegulatedTrust Score96/100Excellent

Companies House: 0704299825 Rectory Close, Sarn, Bridgend, CF32 9QBData updated 07 Jul 2026

In the local market

South Wales Accountancy & Taxation Limited is one of 29 accountancy practices we verify in Bridgend.

Verified Accountants assessment

South Wales Accountancy & Taxation Limited is a UK limited company based in Bridgend, incorporated in 2009 and trading for 17 years.

Public records confirm it is anti-money-laundering supervised by AAT, a member firm of AAT, up to date with its accounts (last filed 31 Oct 2024), and running a confirmed website. Its most recent filed accounts, for the year to 31 Oct 2025, report net assets of £10,884, up from £8,098 the year before. Its website shows it handles Self Assessment, VAT, Payroll, and Bookkeeping.

How we verify →

Verification record and Trust Score

96/100

Trust Score

Excellent
Public record
AML supervised · AAT
Active company
Filing compliant
Trading 16 years
Professional qualification
  • ACCA
  • AAT
  • ICAEW
Contact
Website
Phone
Email

The Trust Score is the share of the applicable public signals we have verified, scored out of 100 - fully deterministic, never subjective. How it is scored, and every signal's points →

Companies HouseActiveno. 07042998 (opens in new tab)incorporated 2009Companies House · checked 07 Jul
Registered activity
  • SIC 69201 - Accounting and auditing
The business activity the firm registered with Companies House (its Standard Industrial Classification).Companies House · checked 07 Jul
Filing complianceAccounts and confirmation statement filed on timelast accounts 31 Oct 2024 (opens in new tab)Companies House · checked 07 Jul
Professional bodyMember firm of AATFMAAT · licence 1007270Association of Accounting Technicians (AAT) is a UK professional accountancy body. Member firms must meet its qualification and conduct standards and can be disciplined by it.AAT · checked 17 Jul
Anti-money-launderingSupervised by AATAAT is one of the professional bodies approved to supervise accountants for anti-money-laundering. Every UK accountant must be supervised, by HMRC or an approved professional body, so this confirms the firm is monitored and operating legitimately.AAT · checked 17 Jul
Professional bodyMember firm of ACCAAssociation of Chartered Certified Accountants (ACCA) is a UK professional accountancy body. Member firms must meet its qualification and conduct standards and can be disciplined by it.firm website · checked 29 Jul
Anti-money-launderingSupervised by ACCAACCA is one of the professional bodies approved to supervise accountants for anti-money-laundering. Every UK accountant must be supervised, by HMRC or an approved professional body, so this confirms the firm is monitored and operating legitimately.firm website · checked 29 Jul
Sources: Companies House (opens in new tab), AAT, firm website (opens in new tab)
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Good fit for

  • Handles Self Assessment, VAT, Payroll and Bookkeeping

Specialisms and services

Services
AccountantSelf AssessmentVATPayrollBookkeepingLimited company accounts

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People at South Wales Accountancy & Taxation Limited

Persons with significant control (1)

  • Mr Brian MorganOwns 75-100% of shares

Source: Companies House register (opens in new tab).

Related companies

Companies sharing an active director with South Wales Accountancy & Taxation Limited on the Companies House register.

Shared directorships from the Companies House register. A shared director can mean a family or group structure; it does not by itself indicate anything adverse.

Financials (as filed)

Companies House filing history (opens in new tab) | 2013 to 2025
Net assets
£11k
as at 31 Oct 2025+£2.8k vs 2024
Current assets
£50k
as at 31 Oct 2025+£16k vs 2024
Average employees
4
as at 31 Oct 2025+1 vs 2024
Current assets (cash, debtors, other) and net assets by year, in £. Latest year first.
2025202420232022202120202019201820172016201520142013
CashDebtorsOtherNet assets
Full figures
As filed31 Oct 202531 Oct 202431 Oct 202331 Oct 202231 Oct 202131 Oct 202031 Oct 201931 Oct 201831 Oct 201731 Oct 201631 Oct 201531 Oct 201431 Oct 2013
Average employees433222222
Net assets£10,884£8,098£188£669£1,258£6,096£23,403
Cash at bank£7,828£25,224£10,325£33,275£34,639£32,191£10,781£9,568£4,246£29,228
Current assets£49,964£33,519£33,267£29,975£54,700£41,015£57,271£61,094£56,661£37,018£33,242£25,644£39,842
Fixed assets£3,283£1,573£1,758£1,314£2,531£390£396£1,239£218£815£3,825£4,830£5,850
Debtors£22,147£29,476£30,690£23,996£26,455£24,470£26,237£23,674£21,398£8,464
Creditors£30,620£55,973£35,309£34,264
Shareholders equity£10,884£8,098£188£669£23,403£43,590£10,449£10,152£8,657£10,675£19,732

Figures as reported in this firm's accounts filed at Companies House. Net assets is total assets less what the company owes; a figure below zero means recorded liabilities exceed assets. Small companies may file abbreviated accounts that omit turnover and profit. Public record, reproduced as facts.

Timeline

  1. 2009Company incorporated
  2. 2024Latest accounts filed
  3. 2026Verified on this directory

Frequently asked questions

Is South Wales Accountancy & Taxation Limited a regulated accountant?

Yes. South Wales Accountancy & Taxation Limited is a member firm of AAT and ACCA, and is supervised for anti-money-laundering by AAT. Every UK accountant must be supervised for anti-money-laundering, by HMRC or an approved professional body, so this confirms the firm is authorised to practise and monitored for compliance.

Is South Wales Accountancy & Taxation Limited a chartered accountant?

Yes. South Wales Accountancy & Taxation Limited is a member firm of ACCA, so it can use the title Chartered Certified Accountants. "Chartered" and "Chartered Certified" are legally protected UK terms that only members of these bodies may use.

What services does South Wales Accountancy & Taxation Limited offer?

Based on its own website, South Wales Accountancy & Taxation Limited offers Self Assessment, VAT, Payroll, Bookkeeping, and Limited company accounts. Confirm current services and availability with the firm before engaging. Message this firm →

How long has South Wales Accountancy & Taxation Limited been established?

South Wales Accountancy & Taxation Limited was incorporated at Companies House in 2009, so it has been on the register for about 17 years. A longer trading history is one sign of an established, accountable firm, though a newer firm is not necessarily less capable.

Does South Wales Accountancy & Taxation Limited file its accounts on time?

Yes. According to Companies House, South Wales Accountancy & Taxation Limited's most recent statutory accounts were filed by their due date. On-time filing is a basic sign that a company is being administered properly.

How do you verify South Wales Accountancy & Taxation Limited?

We build this record only from public, authoritative sources - for this firm, Companies House, AAT, and firm website, and stamp every claim with its source and the date we last checked it. We show only what we can verify and say so plainly when we cannot. How we verify →

How is the Trust Score calculated?

The Trust Score is fully deterministic: fixed points for public, verified signals - an active company, anti-money-laundering supervision, filing compliance, a confirmed website and trading history. South Wales Accountancy & Taxation Limited scores 96/100. Nothing in the score is subjective, and every rule is listed on this page. How we verify →

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