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.
Brading Barber partnership was formed across Wilts and the South West of England.
Rex Charlton heads up the new Devizes based office.
Charlton Baker is born out of a Brading Barber reconstruction.
Scott Sartin, our current CEO joins Charlton Baker.
Elliot Cargill, our current Practice Operations Director joins Charlton Baker.
Acquisition of our Pewsey office, formerly Diana Hughes ACCA.
Charlton Baker Partnership is formed between Rex Charlton and Scott Sartin.
Our new bookkeeping division, Freetime Bookkeeping Services is formed.
Fixed Fee policy is introduced, scrapping time sheets for billing forever.
We become a paperless office, embracing the latest scanning and storage technology. No ties policy is introduced, relaxing the office vibe.
Charlton Baker Ltd is established, following the retirement of Rex Charlton.
Steve Little, our current Corporate Tax Director joins Charlton Baker.
We embrace the 'cloud' for the first time, joining forces with Xero and its' associated applications.
Our niche Media and Entertainment service is formed.
Acquisition of Farrant Frost accountants, also based in Pewsey.
Our partnership is formed with US based media and entertainment experts, David Weise and Associates.
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.
We acquire our HQ premises in Devizes, securing the future of the business in a great location.
Jenna Sartin, our current legal services director and head of legal practice joins Charlton Baker.
We embrace new cloud based practice management tech in the form of Accountancy Manager.
Acquisition of David Merritt & Co accountants, based in Royal Wootton Bassett.
Officevibe is introduced to help us better understand the pulse of the team.
Our Probate Licence is granted, setting us on the path of 'Accountancy Redefined'.
We become qualified to write wills and offer associated services.
We become qualified to advise on the Administration of Estates and Trusts.
We officially embrace working from home, allowing our team greater flexibility and a happy work:life balance.
We acquire our premises in Trowbridge, securing the future of the business in a great location.
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.
Charlton Baker reignites its audit registration, opening up another important service line for clients.
Acquisition of Blomfields Chartered Accountants based in Trowbridge, giving us a strong base throughout central Wiltshire.
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.
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.
We secure our long-term funding partnership with Thincats to help us grow throughout the South West.
Acquisition of A&N Accountants based in Melksham, strengthening our position in Mid-Wiltshire.
Acquisition of Innervision Accountants in Trowbridge, adding to our already successful Trowbridge practice.
Acquisition of Elliott Bunker Chartered Accountants in Bristol, the first step of our growth strategy in the city.
Acquisition of Tyler Redmore Accountants in Bristol, strengthening our position in an important strategic area.
Always leading the way.......
Find out how we’ve redefined accountancy with our timeline all about us.
View the timelineOur goal is to inspire you, not manage you, creating a strong sense of caring and accountability.
Having a clear purpose, excellent teammates, with aligned and well-understood goals is a powerful combination.
The best teams operate in complete harmony and with transparency, relying on trust and positive intent.
Having a real interest in the lives, goals and well-being of others is an important part of how we work.
Delivering a service that maximises who we are, not our bottom line.
Enhance the lives of others with every action we take and decision we make.
Change really is the only constant thing in this world, so let's be ready to embrace it.
Push yourself to be the best possible teammate and care intensely about your team.
Be prepared for your life’s best work. It’s this mindset that helps us to be the difference makers.
We've also created Our Promise To You which outlines our principles we pledge to uphold when serving you.
Meet the senior management team
Excellent, handpicked people , who you will want to talk to.
Meet the senior management teamWe 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: