Our Team

You’re always in safe hands!

Rest assured that whenever you need our advice, we are ready with the expertise to help you. Our Cardiff and Tenby teams are fully trained, not only as professionally qualified chartered accountants – we’re also highly effective business advisers too.

We’re all trained experts on 4Sight, our bespoke business acceleration system. Skilfully predicting the future so that you can build a brighter one.

As digital champions we are also experts on the Xero, Quickbook, Free-agents and Kashflow.  Our Accounts Team are accredited Xero trainers, so we can build bespoke solutions and provide any training and support your need to face the digital business revolution as it gains momentum.

Our clients have said:

“Many many thanks for all the hard work your excellent staff are putting in during this difficult time. Your staff… have been so helpful. Keep up the good work.”

Everyone is knowledgeable, friendly, and helpful.

Neil Ballard
(FMAAT)
Managing Director
Your perfect work-life balance in 3 words:
Family, Holidays and Happiness
Your perfect work-life balance in 3 words:
Family, Holidays and Happiness
What film would you like to have starred in?
Lethal Weapon, I’d like blowing things up

Named the UKs Most Inspiring Accountant and featured in the book The World’s Most Inspiring Accountants for his dedication to helping clients grow and develop their businesses. Despite his ‘youthful good looks’, Neil has over 30 years of experience advising businesses throughout the UK. His proactive advice ensures that our full range of business clients continue to prosper through even the toughest times. A former WRU International Rugby Referee Neil applies the insights and principles from the pitch to great effect in business (without a whistle!). Off the pitch Neil has gained further expertise by training with some of the world’s leading business and marketing experts, including, Keith Cunningham, Tony Robbins, Michael Heppell and Peter Thompson.

Using his unique blend of skills and experience to quickly identify the challenges for business in any industry, he guides you to better performance. Ensuring you gain greater reward now, more time to enjoy it and the security of a prosperous future.

As an active member of the South Wales Chamber of commerce committee and through many years in business and sport, he has developed a very strong network of links with banks and financial institutions, to utilise fully for your benefit.

As a Dental and Health Care Specialist he has guided our dentists, doctors and pharmacists from university to practice ownership and management, right through to succession planning and retirement. At each stage ensuring they maximise opportunities to get the rewards their hard work deserves.

In recent years,  as a regional director of the Xeinadin group, Neil has been actively involved in shaping ‘The Firm of the Future’ ensuring that all small businesses have access to the extensive range of expert advice they need to prosper.

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Sian Lloyd
(FCCA) (ACA)
Director & Senior Client Manager
Your perfect work-life balance in 3 words:
Flexibility, Success and Stress-free
Your perfect work-life balance in 3 words:
Flexibility, Success and Stress-free
What would you bring to a desert island?
Someone to talk to
What do our clients say about them?
Sian is excellent, has a lovely manner, a great accountant, helpful, and "puts up with my stupid questions!"

Sian joined us as a graduate in 2005 and quickly qualified as a Chartered Certified Accountant. She is now an active member of the local FCCA committee and became a member of ICAEW in 2019. Through the last 16 years Sian has gained a reputation as a business development expert and also a dental specialist. She has been invited to speak on accountancy at several FCCA events as well as on business development at the 2015 Dentistry Live event in London. Sian became a company director on 1st November 2013.

Lewis Ballard is a Xero platinum partner and as head of cloud accounting, Sian is regularly invited to join national Xero think tank meetings which help to shape their products to fit the needs of accountants and their clients.

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Johanna Evans
FCAA CTA
Senior Client Manager and Tax Adviser
Your perfect work-life balance in 3 words:
Family,Holidays and Happiness
Your perfect work-life balance in 3 words:
Family,Holidays and Happiness
What would you bring to a desert island?
Photographs
What do our clients say about them?
"The speed in which she absorbed our information, worked tirelessly to achieve this outcome can never be rewarded enough. Not only is she exceptionally professional and efficient but empathetic and caring. After years not moving forward she achieved completion in a few months."

Joining her first practice straight from school over 20 years ago, Johanna has trained from the grass roots up. After working in variety of practices she joined us as a Chartered Certified Accountant in 2010 and successfully completed her Chartered Taxation exams, taking over as our senior tax advisor and a senior client manager. Johanna is on the local Chartered Institute of Taxation Committee, where she keeps up to date with the latest tax trends. She also attends specialised tax courses to ensure that she gives the most proactive tax advice available.

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Janet Ballard
(Associate Member CIPD)
HR Manager
Your perfect work-life balance in 3 words:
Happiness, Time and Success
Your perfect work-life balance in 3 words:
Happiness, Time and Success
What film would you like to have starred in?
Bewitched, because it would be great to make things happen simply by twitching my nose!

Starting off in an admin support role in 1996 Janet has shaped the systems which underpin the standards of expertise and service in the practice. She has acted as HR manager gaining her Level 5 CIPD associate membership in Human Resource Management along the way, with 20 years of experience in all aspects of running the business . She actively recruited the brightest, service orientated team possible, whilst providing them access to the professional training to complement this. Through this team focussed development program, all our Client Managers are ACCA qualified, our Accounts Technicians are AAT qualified or ACCA part qualified and our payroll manager is Payroll Alliance qualified.

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Rachel Barry
(ACCA) (CTA)
Senior Client Manager and Tax Adviser
Your perfect work-life balance in 3 words:
Family, Happiness, and Time
Your perfect work-life balance in 3 words:
Family, Happiness, and Time
Where is your favourite place?
Tenby!
What do our clients say about them?
"Rachel is just so helpful, explaining and answering even the random questions!"

Rachel is a family member of the Lewis Ballard team on multiple levels. Ballard born, she is a social force of nature, having personally known many of our clients for years. Having received a degree in Mathematics, Operational Research, Statistics and Economics, Rachel is a powerful addition to the team. Despite only having started at the practice in 2011, Rachel’s existing client knowledge, and her innate nature of charming clients, makes her one of the faces of Lewis Ballard. Rachel is also an ACCA Chartered Certified Accountant and Chartered Tax Adviser so has the skills to back up the charm.

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Lee Price
(ACCA) (AAT)
Client Manager
Your Perfect Life Balance
Success, Family, Happiness
Your Perfect Life Balance
Success, Family, Happiness
What do our clients say about them?
"Lee Price is always very helpful and approachable and quick to answer queries."

Lee is THE accountant. He knew at a young age that numbers worked for him, and at 12 years old already knew he wanted to be an accountant. Having graduated in Accounting and Finance from Plymouth University, and going on to get a Masters in Accounting and Finance from Cardiff University, Lee is a font of number knowledge. AAT and ACCA qualified, and with 10 years of experience across the board including Payroll and VAT, Lee is an excellent Client Manager always ready and able to help.

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Samantha Howells
(AAT)
Operations Manager and Senior Systems Consultant
Your perfect work-life balance in 3 words:
Happy All Round
Your perfect work-life balance in 3 words:
Happy All Round
What is your favourite…
Food? Strawberries
Place? My Garden

With an abundance of technical experience in accounts, Sam is AAT qualified (Association of Accounting Technicians). The back bone of the Accounts production department, she gives training and support to the Accounts Technicians ensuring that the work they produce is technically accurate and up to our exacting standards.

Nationally recognised as a Xero expert, Sam has become a Cloud Accounting and Xero Guru and is often asked to contribute insights to their internal development discussions. Her passion and commitment to finding the best digital solutions for our clients also helped Lewis Ballard receive the National 100% Xero Award. She is frequently invited to present on their behalf to local businesses. She’ll use this expertise to find bespoke cloud accounting solutions for your business and will provide the training and support you need to use it to your best advantage.

On top of this Sam also manages the practice workflow ensuring you receive your accounts on time every-time. One very busy lady.

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Rebecca Johnson
(ACCA) (AAT)
Client Manager
Your perfect work-life balance in 3 words:
Family, Friends, Positivity
Your perfect work-life balance in 3 words:
Family, Friends, Positivity
What is your favourite…
Food? Sunday Roast
Place? My parents’ house
What do our clients say about them?
"Rebecca has been brilliant. For a new start up she has patiently guided me through lots of obstacles and made the finances a breeze!!!"

Rebecca’s first job was as an apprentice in an accountancy firm. So good they wouldn’t let her go, she now has over 10 years of experience within the field. AAT and ACCA qualified, Rebecca is constantly striving to improve herself. Rebecca is an experienced Welsh language learner but is always happy to practice. She’s also a talented singer and musician and has been spotted on TV on few occasions. She is an excellent client manager and the level of support and guidance she gives to her clients is second to none.

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Thomas Harper
Accounting & Finance MSC
Account Technician
Favourite Artists
Imagine Dragons, Circa Waves, Post Malone, and Ben Howard
Favourite Artists
Imagine Dragons, Circa Waves, Post Malone, and Ben Howard

Tom is an out-and-out go-getter. Having graduated from Cardiff and Swansea with first class honours in a combination of Accounting and Finance, and Biomedical Science, he went on to complete a masters in Accountancy. He’s an excellent learner and strong individual and is currently tackling ACCA accreditation. Tom won’t stop until he’s mastered all the challenges he faces. When not in work he pushes his body and mind with marathon running, not yet having come across a wall he can’t break through.

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Johanna Dellay
(ACCA) (AAT)
Finance & Admin Manager
Your perfect work-life balance in 3 words:
Family, Friends and Success
Your perfect work-life balance in 3 words:
Family, Friends and Success
What would you take to a desert island?
My mobile phone

The money lady, Jo is a finance wizard. With almost 15 years of finance experience, with over half of that at Lewis Ballard, Jo is the person to talk to about money. Detail oriented, hard working, ever driven, Jo sets the standard we’ve come to expect here. On top of her responsibilities, Jo is AAT  and ACCA qualified.

Jo works tirelessly to make sure your journey is as smooth as possible, and is recognised within the business for having excellent customer service.

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Sean Wolfendale
Business Administrator & Marketing Assistant
Your perfect work-life balance in 3 words:
Perspective, Positivity, Adaptability
Your perfect work-life balance in 3 words:
Perspective, Positivity, Adaptability
What is your favourite food?
Carbonara with hot sauce mixed in

Having graduated from Bath Spa university with Creative Writing and English Literature under his belt, Sean is more interested in words than numbers. Not afraid of new experiences, Sean lived abroad for a year in the colds of Scandinavia. Though much of the written work we put out goes through him, Sean is also heavily involved in making sure that our materials always looks great!

Photo editing, design, and event organisation are all parts of Sean’s diverse skill set.

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Karyn Williams Jones
Customer Liaison Officer
Your perfect work-life balance in 3 words:
Healthy, Happy, Family
Your perfect work-life balance in 3 words:
Healthy, Happy, Family
What did you want to be when you grew up?
A singer/dancer in the West End
What do our clients say about them?
Karen is a brilliant front face of the firm. She is friendly, interactive, and glamorous!

If anyone is the smiling face of Lewis Ballard, it is Karyn. A high yellow through and through (ask her, she’ll tell you all about it at length), Karyn brings her years of Customer Service experience forward to make sure our clients feel as looked after as they deserve to be. With 30 years in finance, with a keen insight into personal loans  and mortgages, Karyn knows her stuff. The only thing she’s done for longer is competitive sport, which is where her unbreakable team spirit comes from.

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Charlotte Morgan
CIPP L3 and AAT L4
Payroll & Trainee Account Technician
Work life balance in 3 words:
Family, Friends, travelling
Work life balance in 3 words:
Family, Friends, travelling
What famous person you would invite to dinner and why?
J K Rowling
To discuss my Harry Potter theories
What do our clients say about them?
Charlotte is brilliant and worth her weight in gold.

Charlotte has recently joined the accounting world, bringing with her six years’ experience in the Financial Services industry and is FA2  pensions qualified. A strong all-rounder Charlotte is also AAT qualified, now holds CIPP Level 3 certificate in payroll and is determinedly working towards her payroll degree.

In her spare time Charlotte enjoys keeping fit and running, being an avid park runner and hoping to one day complete a marathon. She is also violinist and Deacon for her Church.

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Matthew Harper
BA Accounting and Finance
Company Secretarial Coordinator/Accounts Admin
Work life balance in 3 words:
Flexibility, Happiness, Success
Work life balance in 3 words:
Flexibility, Happiness, Success
What famous person you would invite to dinner and why?
Arsene Wenger to talk about Arsenal

Matt may be one of the younger members of the team but he is not to be taken lightly. As Company Secretarial Coordinator, his vision keeps his team on task and helps them achieve their goals.

Matt is always looking to prove his abilities. Spending most of his time riding, playing rugby and golf, and skiing, healthy competition is what drives Matt to go from success to success.

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Gavin Jones
ACCA
Client Manager
Work life balance in 3 words:
Time To Yourself
Work life balance in 3 words:
Time To Yourself
What did yo want to be when you grew up?
A pilot
What do our clients say about them?
"Gavin, he is a brilliant accountant. Getting things done and right should be his moto."

Before Gavin became an accountant he studied Accounting and Finance at Swansea university. On top of his education, he has almost 10 years of accounting experience, careful attention to detail, and specialist knowledge. A hands on Client Manager, frequently when Gavin takes on a new client they mention just how great his efforts and attentions are, giving them fresh and renewed trust in accountants.

Outside of work Gavin is a high speed thrill seeker, racing go karts across the country. He’s also tried his hand at flying planes!

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Amber Brenton
AAT
Accounts Assistant and Payroll Bureau Officer
Work Life Balance in 3 words?
Family, Travel, Fitness
Work Life Balance in 3 words?
Family, Travel, Fitness
What would you take to desert island?
A football!

Amber earned a First Class BA with honours in Business at the University of South Wales, before going on to become AAT qualified. Working towards an ACCA qualification, Amber has experience in practice and industry.

Amber has a huge community spirit, having spent 6 months helping a local NHS hospital during the pandemic between finishing her degree and starting with us. She loves football, the gym, and travelling.

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David Briscoe
Finance Assistant/Business administrator
Work Life Balance in 3 words?
Flexibility, Compromise, Understanding
Work Life Balance in 3 words?
Flexibility, Compromise, Understanding
Favourite childhood programme?
Classic Doctor Who

David has 12 years of payroll experience working in the public sector. His focus changed then as he developed with 4 years accounts assistant experience in the steel industry.

David loves football, reading, and has a diverse taste in music and a passion for live music. He’s also really into Sci-Fi.

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Andrea Thomas
MSc
Senior Manager
Work Life Balance in 3 words?
Health, Holidays, Fun
Work Life Balance in 3 words?
Health, Holidays, Fun
Favourite place?
Druidstone beach

Andrea has a wealth of knowledge and experience from her time as owner of her own accounting firm, Apple Bookkeeping! Now a core member of our Tenby office, Andrea is a Senior Manager.

Andrea loves reading, the beach, and holidays!

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Adam Thorne
AAT, Part ACCA and ATT
Client Account Manager
Work Life Balance in 3 words?
Family, Happiness, Fun
Work Life Balance in 3 words?
Family, Happiness, Fun
What would you take to a desert island?
My golf clubs

Adam has a massive 17 years of Accounts experience! He’s incredibly capable and very qualified, and a pleasure to be around in the office.

Adam’s an Arsenal fan, loves spending time with his family, and enjoys cooking.

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Amanda Diment
AAT
Accounts Technician
Work Life Balance in 3 words?
Positivity, Family, Fun
Work Life Balance in 3 words?
Positivity, Family, Fun
What famous person you would invite to dinner & why?
Lin-Manuel Miranda to ask what inspired him to compose the most critically acclaimed hip hop musical of our age

Amanda grew up on RAF bases before finally completing school in Devon. Moved to Tenby in 2001 and got a job working as an accounts assistant with a local car dealership until 2008. She then worked as an accounts assistant for a local hotel for 5 years, dabbling in Payroll, before moving to an accounting firm to do Payroll full time. Eventually she joined Apple Bookkeeping, and is now an excellent Accounts Technician for Lewis Ballard!

Amanda was a Commissioned Officer in the RAF Reserves from 2005 until 2012, keeping in touch with her routes. She also loves spending time with her large family!

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Jamie James-Goddard
ACA
Client Account Manager
Work Life Balance in 3 words?
Family, Friends, Happiness
Work Life Balance in 3 words?
Family, Friends, Happiness
Favourite Childhood Game?
Crash Bandicoot!

Jamie graduated from Cardiff University in 2015, studying Accounting & Finance. He became ACA qualified 3 short years later. After 7 years living in Cardiff, Jamie decided to move back home to embrace living the Pembrokeshire life.

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Lauren Johns
Administration Assistant
Work Life Balance in 3 words?
Family, Health, Happiness
Work Life Balance in 3 words?
Family, Health, Happiness
Favourite Food
Paella

Lauren has valuable administration experience from her 3 years of working for a Financial Advisors, making her excellently placed in a support role for our Tenby office.

Lauren enjoys socialising, holidays, swimming, cycling, and running. Combining some of those, Lauren takes part in local triathlon events. She even teaches swimming!

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Caroline White
Accounts Technician
Work Life Balance in 3 words?
Happiness, Healthy, Exercise
Work Life Balance in 3 words?
Happiness, Healthy, Exercise
Favourite Food
A lovely Sunday roast

Caroline has a huge 35 years experience working for Natwest bank, making her well versed in finance.

Tenby born and bred, Caroline enjoys keeping fit, fresh air, and reading.

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