Our MD and leader, Scott is passionate about creating the best team and an ever-evolving winning business for everyone involved with TeamCB. Having joined Charlton Baker straight from school in 1996, Scott became a partner in 2005 and has been at the helm of the business since 2010. As a highly experienced business leader, his main focus is ensuring the business always leads the way in the accountancy world, and continues to evolve and develop into one of the best around. Scott's ongoing vision for the practice is to be recognised as a team which has helped to change the face of accountancy, with steps being taken towards this with the firm winning the FSB's Best Larger Small Business category in the South West of England.
Jenna is our 'expert blend' personified. Her unique and specialist skillset allows her to advise clients on complex personal tax issues, whilst also delivering inheritance tax wealth planning, trust and estate advisory, all the while being our resident will writer and probate service expert. Her recent work includes:
Steve is a director and specialises in corporate tax planning, company reorganisations, succession planning, and property tax matters, as well as being involved in the affairs of high net worth individuals. He is also qualified to deliver probate services. Steve's recent technical work includes:
Elliot is our practice director, and works tirelessly to ensure we have a happy team and highly satisfied clients. He is a keen supporter of carbon offset. From time to time, Elliot still supports technical aspects for our clients, such as HMRC enquiry work, company incorporations and business analysis. His recent technical work includes:
Vicky specialises in leadership and operational excellence which are 2 key components of successful organisations. Each playing a distinct but interconnected role in forming a foundation for sustainable growth and innovation, achieving overall success.
Leadership:
Operational excellence:
Owain is our marketing director. He’s focussing his 22 years of marketing and commercial experience to ensure we continue to build the business and our brand through robust marketing planning and activity, data insight, marketing technology, creating engaging and effective communications and exceptional client touch points and journeys.
Luke is our Trowbridge branch asscociate director, and has vast experience in advising owner managed businesses on accounting and tax matters, as well as dealing with personal taxation compliance and advisory work for a wide range of individuals at varying levels of complexity. His recent work includes:
Bio to follow..
Stacey is our accounts team manager and has a wealth of experience in dealing with owner-managed businesses of varying client and industry types, with a particular emphasis on farming. She also deals with personal tax compliance and advisory work for a large portfolio of individuals, all with varying levels of complexity. Stacey's recent work includes:
Grahame heads up our audit team, and has a passion for accounting, audit and associated taxation matters, giving large corporations and owner-managed businesses the information they need to succeed. His recent work includes:
As well as being client rep for a large portfolio of owner-managed businesses and personal tax clients, Arun is our Anti-Money Laundering Officer. He is also passionate about audit and has a lead role with the team. Arun's advisory work is wide and varied, and he has a particular expertise in VAT. His recent work includes:
Bio to follow...
Bio to follow...
Possessing a keen sense of purpose and commitment for ethical business, James enjoys supporting clients to achieve their long-term goals, whilst also implementing business models that place purpose and positive impact at the heart of decision making. Guided by a detail-orientated mindset, James is knowledgeable in financial management, strategic analysis and planning, operational management, project management (Agile & PRINCE 2), product management and user centric business process design. A keen follower of technological innovation, he has been a guest lecturer and Entrepreneur-in-Residence, sharing his expertise and insights on topics including Artificial Intelligence, Robotic Process Automation and Blockchain.
Bio to follow..
Bio coming soon!
Mike has a long background in software, electronics and technology and excelled in these areas for many years. For the past 10 years he has been extensivley involved in Crypto. Mike is key in supporting the accountancy and tax experts in their management of crypto invested clients, which poses a great challenge given the many thousands of tokens and coins across many chains and networks. His wealth of knowledge is a real asset for Team CB.
Jane is our Payroll administrator based in Devizes. Jane looks after weekly and monthly payrolls from Director only to companies with up to 50 employees. She also takes care of pension administrations and some CIS filing.
Sally Ann is passionate about making a difference to our clients and team. She has a particular focus on cloud accounting and providing support and training to business owners, as well as our team. Sally Ann is also Financial Officer for a large owner-managed business, and advises clients on matters such as pricing and key performance indicators. Her recent work includes:
Sarah is a bookkeeper for the digital generation, helping our clients to use the best cloud platforms and embrace digital filings. She supports owner managed businesses with bookkeeping and VAT services, and has a wealth of management experience which gives her an edge in how she works. Sarah is an advocate of Daily Bookkeeping for her portfolio and does everything she can to give her clients up to date information every day of the week.
Karen is dedicated to ensuring an outstanding client experience, by supporting the team with their client focussed needs, and looking after our clients on a daily basis. She has built up very strong relationships with our clients and is an easily recognised face of TeamCB. Karen's recent work includes:
Bio to follows..