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 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.
Oct 2024
Olympic Gold Medal winner Jason Gardener joins our Board as NED.
Oct 2024
Acquisition of Inca Accountants in Wantage, increasing our reach across the south of England.
Dec 2024
Acquisition of Gordon Wood Scott & Partners in Bristol, bolstering our position in the city
Mar 2025
Acquisition of Wilkinson & Partners in Bristol, strengthening our position in this key city.
Mar 2025
Acquisition of Opus Accounting, helping to increase our reach across the south.
Coming soon
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
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
Scott Sartin FCA BFP MAAT
Jenna Sartin CTA TEP ATT (Fellow) MAAT
Elliot Cargill FMAAT
Victoria Greenard
Owain Cassidy
Jason Gardener MBE
Luke Rudman ATT MAAT
Steve Edwards
Excellent, handpicked people , who you will want to talk to.
Meet the senior management teamOur 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
