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 Hann, 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.
Acquisition of Blomfields Chartered Accountants practice, based in Trowbridge.
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.
Always leading the way.
Find out how we’ve redefined accountancy with our timeline all about us.View the timeline
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.
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:
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:
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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.
Bio coming soon!
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..
Excellent, handpicked people , who you will want to talk to.Meet the team