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.

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This is how we’ve redefined accountancy as you know it.

Your expert blend.

Accounting, taxation, business and legal services all in one place.

Being human.

Excellent, handpicked people, who you will want to talk to.

Real relationships.

We genuinely care for you and value our relationships.

Stop the clock.

Transparent fixed fees year after year since 2008.

Reputation above all else.

Delivering a service that maximises who we are, not our bottom line.

Work is a thing you do.

Empowering our team to work wherever their difference making abilities are maximised.

Not a briefcase in sight.

Embracing the best tech, paperless, and serving you in the cloud.

Pillars of performance.

Holding ourselves to the highest standards, every three months.

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 Sartin, 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

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.

April 2022

Acquisition of Blomfields Chartered Accountants based in Trowbridge, giving us a strong base throughout central Wiltshire.

June 2022

Acquisition of Michael Beaver & Co Chartered Accountants based in Bath, giving us a strong footing in one of the South West's most prominent locations. 

March 2023

Proud to be Best in the West. In the year of the Coronation, we are crowned as winners of the Best Larger Small Business in the South West of England.

June 2024

We secure our long-term funding partnership with Thincats to help us grow throughout the South West.

June 2024

Acquisition of A&N Accountants based in Melksham, strengthening our position in Mid-Wiltshire.

June 2024

Acquisition of Innervision Accountants in Trowbridge, adding to our already successful Trowbridge practice.

July 2024

Acquisition of Elliott Bunker Chartered Accountants in Bristol, the first step of our growth strategy in the city. 

Sept 2024

Acquisition of Tyler Redmore Accountants in Bristol, strengthening our position in an important strategic area.

Coming soon

Always leading the way.......

Find out how we’ve redefined accountancy with our timeline all about us.

View the timeline

Our vision is to be recognised as a team, which has helped to change the face of accountancy.

Our Core Values

Work with freedom and responsibility

Our goal is to inspire you, not manage you, creating a strong sense of caring and accountability.

Know your purpose

Having a clear purpose, excellent teammates, with aligned and well-understood goals is a powerful combination. 

Radical honesty

The best teams operate in complete harmony and with transparency, relying on trust and positive intent. 

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. 

#TeamCB is the winning combination

Push yourself to be the best possible teammate and care intensely about your team. 

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.

We've also created Our Promise To You which outlines our principles we pledge to uphold when serving you.

The Team

Meet the senior management team

Photo of Scott Sartin FCA BFP MAAT

Scott Sartin FCA BFP MAAT

CEO
Photo of Jenna Sartin CTA TEP ATT (Fellow) MAAT

Jenna Sartin CTA TEP ATT (Fellow) MAAT

Director & Head of Legal Services
Photo of Elliot Cargill FMAAT

Elliot Cargill FMAAT

Practice Director
Photo of Victoria Greenard

Victoria Greenard

Chief Operations Officer
Photo of Owain Cassidy

Owain Cassidy

Marketing Director

Excellent, handpicked people , who you will want to talk to.

Meet the senior management team

Our Communities

We love where we work and live, and we want to support Our Communities so they can continue to thrive, be joyful and offer equality and opportunity for all to access and enjoy. Here are some highlights of what we’ve been up to:

We 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

Get in touch