Iain joined Caerwyn Jones in 1974. He qualified with the firm in 1981 and became a Partner in 1982. Since then, he has built up a large and diverse client portfolio ranging from sole traders to multi-million pound corporations.
Iain is particularly noted for his work with the agricultural sector, which forms a large part of his client base. He appreciates that members of the farming community have come to rely on him for advice on a wide range of financial and business issues, and he is proud to have earned their trust over the years. Iain enjoys working with the agricultural sector and is always pleased when, on making a house call, he is treated as one of the family.
Iain’s diverse portfolio includes many of CJ’s larger audit cases and FSA regulated businesses. In this capacity, he is required to maintain a working knowledge of the complex regulations that govern this specialist area of work.
Iain’s knowledge of complex taxation issues is extensive, and he is well respected by his clients and other professionals in this respect. Untroubled by professional rivalries, Iain has a good relationship with fellow accountants in the area, allowing an exchange of opinion which enhances the quality of service to his clients.
With his two sons now grown-up, Iain and his wife are able to travel and enjoy quality time with friends. Away from work, Iain’s interests include golf and squash.
David qualified in 1990 and joined the firm in 1992. He subsequently became a Partner in 1996.
Although David manages a diverse client portfolio, he is renowned for his work with local charities. Unlike normal trading companies, non-profit-making organisations often rely on fund-raising and public sector funding as their main sources of income. David understands this, as well as the need for charities to promote and maintain an image of financial integrity in accordance with government regulations.
As the firm’s audit partner, David is responsible for ensuring that Caerwyn Jones complies with audit regulations issued by the Institute of Chartered Accountants. He also has a duty to keep colleagues up-to-date with legislative changes. Alongside this, his enthusiasm for technology ensures that Caerwyn Jones remains at the forefront of technological advancements. New and existing clients benefit from David’s business development expertise in order to manage their business more effectively.
David leads the firm’s Forensic Accounting Service. He is a member of the Expert Witness Institute and has acted as an expert witness in a wide range of cases, including both criminal and civil.
David’s free time revolves mainly around his family and sport. He is a keen cricketer and treasurer of the Shropshire Cricket Board, and he also plays golf and fives.
Shelley joined the firm in 1994 and was appointed as a Manager in 1998. She now works closely with Iain Painter, one of the CJ Partners.
Alongside Iain, Shelley is closely involved with Shropshire’s farming community, and she is constantly developing new skills to ensure that she continues to meet the needs of this interesting client base.
Shelley’s inter-personal skills are put to good use in the Shrewsbury office. She is often called upon to organise workloads to ensure that deadlines are met and the CJ client base is handled efficiently. She also helps Iain run the popular Knighton Office - a convenient drop-in facility that provides a face-to-face service for clients in mid-Wales and South Shropshire.
Shelley is married and lives in Bridgnorth where she and her husband are currently landscaping their large garden. Shelley also enjoys swimming and independent foreign travel.
Helen qualified as a Chartered Accountant in 1994 and joined Caerwyn Jones as audit manager in 1998. Her portfolio encompasses a diverse range of clients including sole traders and partnerships and in her capacity as audit manager she is responsible for a large range of incorporated clients. She is also responsible for the more complex regulated clients including solicitors, charities and housing associations.
Helen expertise in audit matters has proved invaluable to colleagues at CJ as she controls and maintains our internal procedures to ensure that the company remains up to date with standards set by the Audit Practices Board. She is also responsible for ensuring that all partners and staff meet their own continued professional development needs.
Caerwyn Jones is a training firm for young students wishing to gain their qualification as Chartered Accountants, Helen acts as mentor to these students. She ensures that they meet their training obligations, advises the best course of training for their advancement and supports them in their studies.
Born in Cheshire, Helen now lives with her husband and daughter in Four Crosses, Llanymynech where they act as host family for foreign students. She also enjoys line dancing and cruising the world.