About Us
We’re proud of our heritage and the continuity of service provided to our clients over many years. We are however, a forward looking, dynamic practice with a focus on innovation through digital technology. We constantly appraise new software and seek to incorporate the best new digital products into our existing mix to give you the most effective solutions for your business.
Meet the Team
Jon Baggot
Jon is the managing director and splits his time between the Salisbury and Southampton offices overseeing a portfolio of clients from all business sectors. Jon spends most of his time helping clients with business development and advanced tax planning. He is also the firm’s audit senior. Jon also ensures we keep up to date with technological advancements that will improve our service and our clients’ experience.
Outside of work, Jon is a keen cyclist, cycling to work most days and mountain biking at the weekends. Jon also plays guitar at a local Blues Jam!
Rob Charlton
After achieving a BA (Hons) degree in Accountancy at Southampton Solent University Rob trained and qualified with the firm and became a director in 2013. Rob splits his time between the Salisbury and Southampton offices and oversees a portfolio of clients from all business sectors. Rob helps clients with advanced tax planning and business development, getting involved with the firm’s strategy and development too.
Outside of work Rob is a keen golfer with a handicap of 21 and loves watching Premier League football!
Andrea Blake
Andrea joined the practice in June 2021 and is a qualified accountant with over ten years of experience in bookkeeping, accounts & tax. After having her two sons in 2004 & 2005, Andrea re-trained as a bookkeeper while they were small and at school and hasn’t looked back since. Outside of the office, she’s a keen motorcyclist and Arsenal fan!
David Nelson
David joined our team in 2020. After leaving behind a career in retail, he has gained a range of accounting experience over the last 10 years including bookkeeping, payroll, VAT, tax and accounts production (including group accounts). David is a fan of jaffa cakes, Earl Grey tea, puns and dad jokes and Liverpool Football Club. He plays chess competitively for Southampton which he says is fun.
Chris Morris
Chris has over 7 years of experience working at Numeric Accounting, and was awarded the ACCA Advanced Diploma in October 2023. He has almost finished his full ACCA qualification and expects this to be completed in January 2025.
When away from the office, Chris enjoys watching most forms of motorsport and anything with 4 wheels, just don’t mention the 2021 Formula One season decider.
James Holmes
James joined the team in May 2024, with a number of years working in accounts and personal tax. He is looking to complete his ACCA qualification as soon as possible.
With a first child just around the corner, he plans to spend as much time in the office as he can.
James is an avid weight lifter and curry connoisseur, who spends the weekend hiking with his wife, and watching the Formula 1.
Jasmine Figg
Jasmine joined the team in September 2024, with a number of years working in accounts. She is looking to complete her ACCA qualification in the next 18 months. Outside work Jasmine plays netball for a team in the Salisbury league. She also loves socialising with friends, visiting new places and walking.
Christine Mears
Chris runs the practice payroll bureau based at the Southampton office. This provides a complete outsourced payroll solution for Salisbury, Southampton and New Forest clients. If you have any queries regarding payroll or your PAYE obligations, Chris is the expert. Chris also assists with practice administration.
Outside of work, Chris enjoys spending time outdoors. She also sang in the Southampton Rock Choir and was lucky enough to record with them at Abbey Road Studios!
Lauren Baggot
Lauren joined the team in March 2025 as a trainee accountant and is currently working towards her AAT qualification.
Outside of the office, Lauren enjoys competitive game nights with her friends and family and plays for a local football team on Sundays
Our Approach
Evidence shows that business owners with proactive accountants make better business decisions and are more successful, which is why at Numeric, we focus on solving the five things you, the business owner, really want and need:
- Less concern about finances and legal obligations so you can enjoy life
- More financially independent to fund your lifestyle or invest in your new business
- To realise the future potential of your business while holding on to the rewards
- Less worry about the future, and you and your family protected
- More freedom to do what makes you happy and be even more successful
Phase 1: Establish Financial Certainty
We eliminate worry by removing your compliance burden and providing clear forecasting.
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1. Compliance Removal: We manage all statutory accounts and tax filings to the highest standard, allowing you to relax and focus on your business.
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2. Tax & Cash Flow Planning: We proactively disclose unavoidable tax bills early. This gives you time to plan, avoid nasty cash flow surprises, and feel less concerned about finances.
Phase 2: Digitise & Maximise Efficiency
We implement modern systems tailored to your business to save you time and increase accuracy.
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3. Bespoke Digital System Build: We enhance your records by implementing and customising the best software (e.g., Xero) specifically for your business workflow.
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4. Streamlined Record Keeping: This easy, effective system saves you time, granting you more freedom for what makes you happy.
Phase 3: Strategise & Build Wealth
We actively plan for the future, ensuring you keep more of your revenue and realise your full potential.
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5. Cost & Tax Planning: We build efficient systems to actively avoid unnecessary costs and future tax liabilities, ensuring you keep more of your hard-earned money.
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6. Future Wealth Maximisation: This proactive planning helps you realise the future potential of your business, leading to more financial independence and securing you and your family’s protection.
Our Clients
Contact Us for Expert Consultancy & Advice
Our team of accountants has extensive experience working with businesses in a range of sectors across Salisbury and Southampton. This puts us in the perfect position to offer you tailored accounting consultancy, business advice and tax planning services. We will work proactively to help you grow strategically and take your business where it needs to go.