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.

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 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.

Kate is an AAT qualified accounting technician and has been with the practice since we started in 1999. Kate is now production director for the business.

She is married to Steve and has two daughters. She likes the arts and sport: especially equestrianism, rugby union and cricket.

Anna has worked for the practice since we started: marketing and promoting our services. Anna now manages our tax department and works on business development projects.

Anna is married to Martin with two sons. She enjoys being with her family, running and making cakes.

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 with everyone that comes into contact with us.

Caroline likes vegetarian food, has two grown up children and enjoys running in her spare time.

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.

Rachel is part of our accounts team. 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 Toby and dog, Nelly.

Becky joined the practice in August 2016 and this year has very successfully completed Level 4 Association of Accounting Technicians at Burton and South Derbyshire College. Becky is now applying to continue her professional studies working towards becoming a Chartered Accountant, with a view to starting the course this September.

Becky’s hobbies and interests include going to the cinema, shopping, clay pigeon shooting, spending time with her family and friends and looking after her three dogs.

Alison joined our client service team in early 2016 and works with 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 and walking with her boxer dog Wilson. Her absolute passion (some would say obsession!) is netball where she plays in the Burton league.

Hanna joined us as our accountancy apprentice in April 2019.

Hanna has successfully completed her Level 2 AAT bridging units with Babington College in Derby.  She is now working with our team based in St Paul’s Square four days a week gaining lots of experience in all aspects of what we do, combined with studying for her Level 3 AAT qualification at Babington one day per week on the Apprenticeship scheme.