We’re proud of our heritage & the continuity of service provided to our clients over many years. Our team is a mix of long term experience & new young talent!
Give Us Your Feedback - Send Us A Message
We are always keen to hear your views and feedback about the services we offer - so if you would like to send us a message please just get in touch.Contact Us
Jon Baggot FCCA
Jon is the managing director and splits his time between the Salisbury and Dibden 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 FCCA
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 Dibden 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!
Brian Davis FMAAT
Tax & Accounts Manager
Brian joined the practice in 1972. Qualifying as an Accounting Technician Brian has since developed his interest in personal and business taxation. Now specialising in this area Brian has a comprehensive knowledge of the UK tax system and deals with the more complex taxation matters including advising on residency and overseas tax issues. Brian's understanding of all aspects of company and personal tax planning provides a valuable resource to the practice and a valuable service to our clients.
Outside of work Brian does a ridiculous amount of running and cycling and is superfit!
Tax & Accounts Manager
David has over 30 years experience as a financial accountant and provides a valuable service preparing accounts and carrying out tax work. David balances this role with helping to raise his young family and works flexible hours to ensure that the clients for whom he is responsible receive a service that is both prompt and to their best advantage.
David also provides consultancy services to the directors regarding the practice management.
Outside of work, David has a keen interest in the countryside and spends any spare time with his wife and children!
Julie Orr FMAAT
Accounts Portfolio Manager
Julie qualified as a Member of the Association of Accounting Technicians in April 1991. Julie runs a portfolio of clients from the Dibden office and is responsible for preparation of accounts and VAT Returns, and dealing with all the clients’ needs including business and personal taxation.
Outside of work Julie is a keen golfer!
Chris runs the practice payroll bureau based at the Dibden office. This provides a complete outsourced payroll solution for clients in the Salisbury, Southampton and New Forest areas. 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 sings in the Southampton Rock Choir and was lucky enough to record with them at Abbey Road Studios!
Lorraine is one of the friendly faces that greet our clients when they call, working on reception in Salisbury and Dibden throughout the week. Lorraine also helps to ensure clients know when their bills are due and gives the occasional nudge when required!
Outside of work Lorraine is a keen photographer and has won several awards for her work, examples of which can be seen displayed in both offices!