THE CHARTWELL PRACTICE LIMITED - Key Persons
Amy joined the team in November 2021 as an apprentice studying Level 3 AAT and she is on track to complete that qualification by mid 2023, and progress on to Level 4 AAT. Amy works in our accounts team providing support for clients and her fellow team members.
Anna has worked for the business from the start and is now Marketing director and HR director for the business. Anna is also involved in personal tax work in our compliance department and works on client communication and promotion of our services.
Anna is married to Martin with two sons and the newest member of the family, Hank the dog, who can sometime be seen in the office. Anna enjoys being with her family, running and craft hobbies.
Job Titles:
- CLIENT SERVICES MANAGER & FRONT of HOUSE
Caroline has been welcoming and assisting our clients as part of our client service and front of house team since 2003. She is at the forefront of our business being the first point of contact for everyone that calls, comes to see us, or has a query, and she provides a wide range of support to clients and the rest of the team to keep the business running smoothly. Caroline also runs our Company Secretarial services to clients.
Caroline enjoys time spent with her family, running, yoga & trips to the theatre.
Fay started with us in December 2022 as an apprentice studying Level 3 AAT, following in other team members footsteps. Fay joins the accounts team supporting clients and her colleagues in all aspects of the services we provide.
Job Titles:
- DIRECTOR & TAX SPECIALIST
Having completed his Chartered training with the business, Martin became a partner of the practice in 2006. Now Martin is a director and tax specialist, heading up the professional and technical side of Chartwell. He works to deliver the very best tax advice and wealth planning services to our clients. He also has particular expertise in business acquisition and restructuring, preparing businesses for sale and planning for exit or retirement.
Martin is married to Anna, they have two sons and he enjoys football refereeing in his spare time.
Miranda joined the business in 2017 in our then payroll department. Her role has developed as the business has changed over the years, and now Miranda coordinates all the workflow planning for the business and develops our systems and processes. She is also part of our accounts support team and works on bookkeeping and other aspects of compliance work.
Rachel is a key part of our accounts team providing client support. She rejoined Chartwell after 11 years in a finance department in industry, having been with us for 3 years before that. She is AAT qualified and her background means she has lots of valuable experience to share as her role involves helping and advising clients.
Rachel is married with two teenage daughters. She enjoys family time, especially holidays and time with her horse and dog.
Job Titles:
- CLIENT ADVISOR - CHARTERED ACCOUNTANT
Becky joined the practice in 2016 and completed her AAT qualification in 2019. Becky has now very successfully passed her Chartered Accountancy training with the ICAEW, via the higher apprenticeship route.
Becky's hobbies and interests include spending time with her family and friends, shopping, and going on long walks with her dogs
Steve is one of the two founder partners of The Chartwell Practice Limited and has over 35 years' experience in working with clients to help them to get the best out of their business. He is the Managing Director of the practice which means running our business as well as dealing with both existing and potential clients. Steve is Finance Director and also takes responsibility for client development.
Steve is married to Kate with two daughters and enjoys family time as well as most sports, particularly football - being a lifelong supporter of Leicester City.