Our Mission has led us here.
Our Vision will shape us.
Our Values guide us.
We've been redefining accountancy for years and we would love for you to be part of our story. We're the difference makers. Working for your financial freedom.
That’s why we do what we do.
This is how we’ve redefined accountancy as you know it.
Your expert blend.
Being human.
Real relationships.
Stop the clock.
Reputation above all else.
Work is a thing you do.
Not a briefcase in sight.
Pillars of performance.
A brief history of time
Apr 1960
Brading Barber partnership was formed across Wilts and the South West of England.
Jun 1974
Rex Charlton heads up the new Devizes based office.
Sept 1984
Charlton Baker is born out of a Brading Barber reconstruction.
Aug 1996
Scott Sartin, our current CEO joins Charlton Baker.
Aug 1997
Elliot Cargill, our current Practice Operations Director joins Charlton Baker.
Mar 2003
Acquisition of our Pewsey office, formerly Diana Hughes ACCA.
Apr 2005
Charlton Baker Partnership is formed between Rex Charlton and Scott Sartin.
May 2006
Our new bookkeeping division, Freetime Bookkeeping Services is formed.
Apr 2008
Fixed Fee policy is introduced, scrapping time sheets for billing forever.
Apr 2008
We become a paperless office, embracing the latest scanning and storage technology. No ties policy is introduced, relaxing the office vibe.
Mar 2010
Charlton Baker Ltd is established, following the retirement of Rex Charlton.
Feb 2012
Steve Little, our current Corporate Tax Director joins Charlton Baker.
Apr 2012
We embrace the 'cloud' for the first time, joining forces with Xero and its' associated applications.
Jul 2013
Our niche Media and Entertainment service is formed.
Jun 2015
Acquisition of Farrant Frost accountants, also based in Pewsey.
Mar 2016
Our partnership is formed with US based media and entertainment experts, David Weise and Associates.
Sept 2016
Our new values, mission and vision are introduced, becoming a fabric of who we are. We introduce our 6 Pillars of Performance concept, giving our team the best support and care possible.
Aug 2017
We acquire our HQ premises in Devizes, securing the future of the business in a great location.
October 2017
Jenna Hann, our current legal services director and head of legal practice joins Charlton Baker.
Mar 2018
We embrace new cloud based practice management tech in the form of Accountancy Manager.
Jun 2018
Acquisition of David Merritt & Co accountants, based in Royal Wootton Bassett.
Jul 2018
Officevibe is introduced to help us better understand the pulse of the team.
Oct 2018
Our Probate Licence is granted, setting us on the path of 'Accountancy Redefined'.
Dec 2018
We become qualified to write wills and offer associated services.
Dec 2019
We become qualified to advise on the Administration of Estates and Trusts.
Apr 2021
We officially embrace working from home, allowing our team greater flexibility and a happy work:life balance.
Mar 2022
Acquisition of Blomfields Chartered Accountants practice, based in Trowbridge.
Mar 2022
We acquire our premises in Trowbridge, securing the future of the business in a great location.
Mar 2022
We embrace TaxCalc accounting and tax software, driving us into the age of MTD. Charlton Baker enters a new era, with a complete rebranding and revitalised digital focus.
Mar 2022
Charlton Baker reignites its audit registration, opening up another important service line for clients.
To be continued.....
Always leading the way.
Find out how we’ve redefined accountancy with our timeline all about us.
View the timelineOur vision is to be recognised as a team, which has helped to change the face of accountancy.
Our Core Values
Hold real relationships
Having a real interest in the lives, goals and well-being of others is an important part of how we work.
Reputation wins
Delivering a service that maximises who we are, not our bottom line.
Be a difference maker
Enhance the lives of others with every action we take and decision we make.
Embrace the new
Change really is the only constant thing in this world, so let's be ready to embrace it.
It's all about the team
We can often work alone but we need to work together. #TeamCB
Be excellent
Be prepared for your life’s best work. It’s this mindset that helps us to be the difference makers.
Our mission is to always lead the way in the Accountancy World.
Our core purpose is to be your difference maker, working for your financial freedom.
The Team
Scott Sartin FCA BFP MAAT
Scott Sartin FCA BFP MAAT
Logical. Curious. Innovative.
Our MD and leader, Scott is passionate about creating the best team and an ever-evolving winning business for everyone involved with TeamCB. He is also our resident crypto expert, podcast host, and advises business clients on strategy, valuations, succession planning, and financial performance. His recent technical work includes:
- Business valuations
- Crypto assets tax advice
- Financial director roles
- Business analysis, forecasting, management accounts and reporting
- Succession planning
- Business sales
- Wealth planning
Steve Little FCA CTA
Steve Little FCA CTA
Collaborative. Committed. Virtuous.
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:
- Company reconstructions
- Company disposals and liquidations
- Succession planning
- Company share schemes
- Client rep for owner-managed businesses
- Corporate land and property tax advisory
- Probate
- Tax investigations
Jenna Hann CTA TEP ATT (Fellow) MAAT
Jenna Hann CTA TEP ATT (Fellow) MAAT
Authentic. Fact-Minded. Pragmatic.
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:
- Probate services
- Will writing
- Lasting Power of Attorney
- Wealth planning and inheritance tax
- High-net worth individual compliance and advisory
- Trusts and estates
- Complex personal tax planning
- Residency and overseas matters
Elliot Cargill FMAAT
Elliot Cargill FMAAT
Supportive. Attentive. Loyal.
Elliot is our practice director, and works tirelessly to ensure we have a happy team and highly satisfied clients. 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:
- Business review and cost saving analysis
- Electric vehicle benefit analysis
- Company incorporations
- VAT enquiries
- Implementation of direct debit systems
Luke Rudman ATT MAAT
Luke Rudman ATT MAAT
Affable. Honest. Meticulous.
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:
- Client rep for owner-managed businesses, dealing with a wide and varied range of clients and industries
- Company and small business tax planning
- Tax returns for high-net worth individuals
- Complex capital gains tax
- Pension tax planning
- HMRC enquiries
- Company liquidations
Stacey Squire ACCA
Stacey Squire ACCA
Dedicated. Driven. Enthusiastic.
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:
- Client rep for a large portfolio of owner-managed businesses
- Company and small business tax efficiencies
- Farmers averaging calculations
- Trading structure planning and advisory
- Tax efficient profit extraction plans
- Tax returns for individuals
Sally Ann Lewis MAAT AATQB
Sally Ann Lewis MAAT AATQB
Reliable. Helpful. Adaptable.
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:
- Financial officer role
- Bookkeeping
- Ad-hon business and accounting support
- VAT reverse charge for construction
- Xero training
- Monthly management accounts
- Payroll
- CIS returns
- VAT registrations
Grahame Harbour FCA CTA
Grahame Harbour FCA CTA
Personable. Knowledgeable. Experienced.
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:
- Limited company audits ranging from standalone enities to large groups
- Solicitor's Accounts rule audits
- ARLA audits within estate agency industry
- Service charge audits
- Grant audits
- Due diligence work
Karen Thickitt
Karen Thickitt
Friendly. Approachable. Conscientious.
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:
- Client on-boarding
- Fixed fees and invoicing
- Team and client relations
- Front of house duties
Arun Letchumanan ATT MAAT
Arun Letchumanan ATT MAAT
Caring. Dependable. Ethical.
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:
- Client rep for owner-managed businesses
- Business restructuring
- Business sales
- Tax returns for a varied client portfolio
- Complex capital gains tax planning
- VAT advisory
- VAT self-build DIY claims
- HMRC enquiries
Excellent, handpicked people , who you will want to talk to.
Meet the teamWe continue to evolve, offering the perfect blend of energy and expertise to provide our clients with a great experience and a trusting relationship.
We are always here to talk