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 married to Kate with two daughters and enjoys family time as well as most sports particularly football being a lifelong supporter of Leicester City.
Director & Tax Specialist
In 2006 Martin became a partner of the practice. Now a Director, Martin is the Chartwell Practice Tax Expert specialising in helping us to deliver the very best tax advice and wealth planning service to our clients. He also has particular expertise in business acquisition &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.
Client Services Director
Business Development Director
Anna has worked for the practice to market & promote our services to clients since we started. Anna now manages our tax department and works on business development projects for the practice. Anna is married to Martin with two sons and she enjoys being with her family, going for a run and making cakes.
Head of Accounts
Head of Payroll
Sandra is in charge of our payroll department, and has been working with the practice since 2006. Sandra is fully qualified with the Institute of Payroll Professionals and ensures that our clients’ payrolls are done on time, meet all the requirements of RTI and auto enrolment so that they are fully compliant without hassle or fuss. She has three children and when she is not being ‘Mum’s Taxi Service’ for the cricket and football matches, enjoys cooking and gardening.
Head of Client Service
Caroline is Head of Client Service and has been welcoming and assisting our clients as part of our reception and administration team since 2003. She is at the forefront of our business being the first point of contact in helping to deliver our “moments of truth” to everyone that comes into contact with us. Caroline likes vegetarian food, has two grown up children and enjoys running in her spare time.
Senior Accounts Advisor
Robert is our Senior Accounts Advisor and has worked in our accounts department team almost since we started, joining us in 2000. Robert’s speciality is in helping a broad spectrum of our clients with anything and everything to do with producing financial records and figures for companies and small businesses. Robert has three sons and loves music and football.
Client Advisor & Xero Champion
Justine achieved her AAT qualification in 2014 and now uses all of that knowledge to help our clients in producing management figures and year end accounts with the minimum of hassle. Justine is also one of our Xero Cloud accounting experts and has already helped many clients to use cloud accounting to save time in their businesses.
Client Service & Welcome
Alison joined our client service team in early 2016 and helps Caroline in the key role of welcoming our clients and supporting our team here. She also assists in marketing the practice and in organising and running seminars and events. Alison is married with two sons. She enjoys baking, walking and going to the theatre.
Becky joined the practice in August 2016 and is our apprentice who is now in her final year of study towards her qualification with the Association of Accounting Technicians at Burton and South Derbyshire College. Becky’s hobbies and interests include going to the cinema, shopping, clay pigeon shooting,spending time with family and friends and looking after three dogs at home.