CADRE ADVISORY LIMITED - Key Persons


Charlie O'Brien

Job Titles:
  • Business Office Manager
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. Interests outside of work 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! What Charlie enjoys about working ay Cadre 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.

James Verdon

Job Titles:
  • Client Manager
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. Interests outside of work 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. What James enjoys about working at Cadre 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.

Jamie Williams

Job Titles:
  • Tax Director
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. Interests outside of work 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." What Jamie enjoys about working at Cadre 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.

John Cameron Saunders

Job Titles:
  • Non Executive Director
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. Interests outside of work Outside of work John enjoys spending his time by going on walks with his family and playing golf! What John enjoys about working at Cadre John enjoys the culture at Cadre as it has a young and vibrant environment.

Jonathan Rafii

Job Titles:
  • Trainee Accountant

Sean Meredith

Job Titles:
  • Cloud Accountant
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. Interests outside of work 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. What Sean enjoys about working at Cadre

Tom O'Brien

Job Titles:
  • Corporate Finance
  • Director
  • Team Leader
Our specialist subject led by Tom O'Brien we help business owners, entrepreneurs achieve their goals whatever that may be - we are proud of our track record and welcome the opportunity to chat through any plans you may have. 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 Family - Tom recently became a dad which has been life changing but he does miss sleeping. Travelling - With being able to work from anywhere Tom is able to take more trips with the family and is a big fan of staycations. Sport - Tom is a huge rugby fan and keen golfer but maybe not a good golfer…. What Tom enjoys about working at Cadre