About Charnwood

You will not find any other accountancy firm that is as passionate and as forward thinking as we are here at Charnwood Accountants & Business Advisors LLP.

We put you first

Our definition of a Proactive Accountant is this: ‘to create a relationship whereby the client sees us as a valuable asset in their business’. In other words, ‘we put you first’.

Expertise

Our real expertise is working with the owners, directors or partners of small and medium-sized businesses. No matter what type of business you’re running, we have the tools and the expertise to help! 

For any stage of business

Whether you’re ambitious and striving to get to the next level, content and wanting to make the most of your business or ready to move on; we work with you to help you achieve your business aims.

Years in the Business

Charnwood Accountants was established in 2004 by its founders David Barnett and David McKeon.

Happy Clients

At the forefront of our minds are our client’s financial performance, tax efficiency and growth.

Experts on hand

Our team is made up of a range of accounting and tax experts.

Our Story

Charnwood Accountants was established in 2004 by its founders David Barnett and David McKeon.

In 2017 Anna Brocklehurst, Chris Hutton and Steve Lathwood, who were working within the business as employees, bought the business and are now the Managing Partners,

It is believed by all that true sustained growth will come from the reputation of our service delivered by quality individuals.

Located in Leicestershire, Charnwood Accountants supports both local and national businesses with accountancy and business advice services.

Our Values

  • Competence   
  • Good Attitude 
  • Helpfulness 
  • Pride 
  • Customer Service 
  • Excellence 
  • Honesty 
  • Integrity 
  • Professionalism 
  • Quality 
  • Respect 

Join Us

We are the solution

By letting us take care of the accountancy part of your business, you are then free to go and do what you do best! MAKE MONEY!

We endeavour to tackle all challenges, with proven solutions for any sized business. Having experience with a vast amount of small to medium size businesses, from start up to mature.

We offer you and your business:

FIXED FEES:

  • No unexpected accountancy bills.
  • Low monthly fee.
  • Ease your cashflow.

ALL TELEPHONE SUPPORT IS FREE:

  • We always have someone on hand to take your call.
  • No extra fees for an urgent question or even just a quick query.
  • Everyone here is ready and waiting to help you.

So, if you are looking for an accountant who will put you at the centre of their business, an accountancy that has an outstanding reputation and goes above and beyond for their clients.

Our Clients

”We are a £25m turnover business and were wary of leaving our advisors after so many years. We moved to Charnwood in 2006 and we have seen the level of service and proactive advice increase dramatically, whilst fees have significantly reduced. We wouldn’t hesitate to make the same decision again.”

Robert Harlow

Managing Director, Harlow Bros Limited

“As soon as we moved to Charnwood they identified annual tax savings of over £15,000. We are now confident that our business and tax affairs are in safe hands and we have peace of mind that we will receive a proactive service for a fee that we have already agreed in advance.”

Anonymous

Partner, Quality Solicitors Mander Cruickshank, Coalville

“We have been with Charnwood Accountants for years; they are an outstanding company. Extremely professional and knowledgeable but also down to earth, friendly and approachable. They really are so much more than just an accountant. They are forward-thinking, and their business advice is exceptional. They really make us feel valued and know our business inside out, which gives us tremendous confidence in them. We have and will continue to recommend them”

Becky Page

Director, RS Print Ltd

Who We Are

Our Team of Experts

Anna Brocklehurst FCA ACA CTA

Anna Brocklehurst FCA ACA CTA

Partner and Tax Specialist

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Anna joined Charnwood in 2009 and was promoted to partner in 2014. Anna now manages a varied portfolio of clients from farmers to multi-million-pound turnover manufacturers. Anna completed her CTA (Chartered Tax Advisor) exams in May 2011 passing all the exams first time, in one sitting. Since this she has expanded her tax knowledge considerably and specialises in tax-efficient exit strategies and company and group restructures. A self-confessed tax geek, Anna is at her happiest when discussing tax planning strategies with clients and other members of the team.

Outside work Anna is a keen golfer and is on the endless quest to reduce her handicap and master the unmasterable game!

 

Chris Hutton FCCA

Chris Hutton FCCA

Partner

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Chris has been with Charnwood Accountants from the start in April 2004. Chris plays an integral role in the firm’s past, present and future looking after a portfolio of clients and playing a key part in the practice’s management. Chris has been advising owner managed businesses since 1999, in that time Chris qualified as a Chartered Certified Accountant which has given him the technical knowledge to go with good business acumen and listening skills, which are key to his role in advising clients.

Chris’s experience and knowledge mean that he can meet the day-to-day needs of his clients’ compliance requirements as well as advising them on business and taxation issues. Chris believes his no nonsense and proactive approach is highly valued by clients and colleagues alike. He has a keen interest in developing the practice and has a long term invested interest in the business.

Chris does love his sports, he is a keen runner, and he is now looking for his next challenge after completing his first marathon in April 2020, Chris plays hockey in winter for a local team, is a keen golfer and enjoys archery with his daughter.

Steve Lathwood FCCA

Steve Lathwood FCCA

Partner

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Steve has played an integral part in the development of Charnwood since the start in 2004. He was promoted to partner in 2012 and 5 years later in 2017 along with Anna and Chris completed a management buyout of Charnwood.  Steve draws on his extensive knowledge and experience in advising clients on all aspects of their business affairs, ensuring tax efficiencies are considered at every turn and giving due consideration to the commercial reality of the environment in which clients operate.

Outside of work, Steve plays in the Thurmaston pool league and is an armchair football fan.

Paula Wheatley FCCA

Paula Wheatley FCCA

Associate Partner

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Paula joined Charnwood Accountants in 2011 and holds a portfolio of clients that ranges across many industries including property developers and Solicitors practices, solicitors being her specialist area of expertise. Due to spending most of her career working with solicitors, Paula has assisted many with the business development side of their practice rather than just the compliance work. As a result, Paula has created a benchmarking tool that is available on our dedicated solicitors’ website www.charnwoodforsolicitors.co.uk

The free tool provides valuable and practical advice on how to improve a firm’s profitability.

prior to joining Charnwood Accountants, Paula worked at a mid-tier firm performing accountancy, taxation and audit services whilst undertaking her ACCA training, of which she is now a fellow. Paula is an extremely proactive and approachable professional who takes immense pride in all her work.

Chris Tadman FCCA

Chris Tadman FCCA

Associate Partner

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Chris joined Charnwood Accountants as a Client Manager in January 2015 having previously worked at an independent firm based in the midlands. with offices across the midlands. Following his graduation from University, Chris worked his way through the ranks to become an ACCA qualified audit senior before becoming the manager of the small business department. As part of this role, he developed his skills in being the first point of contact for a portfolio of clients as well as ensuring all compliance work was completed by the deadlines.

Since joining Charnwood, Chris has continued his development and has a varied portfolio of clients including several larger audits. Chris enjoys the varied work that being a client manager at Charnwood Accountants offers especially the business advisory side of things. In particular, he enjoys working closely with owner managed businesses to help them grow and reach their full potential.

Outside of work, Chris has two young children, Olly and Alex, who keep him on his toes and take up most of his free time. In his spare time though, Chris enjoys most sport and can often be found cycling round the Leicestershire countryside or out on the golf course. He has also had a season ticket at Leicester City since 2002 and ranks the Premier League win in 2016 as one of his fondest memories. He is also a keen follower of the NFL and one of his long-term goals is to go to America to see his team, the Green Bay Packers in a live game.

During the 2008/09 football season, Chris attended every single Leicester City home and away game during their League One triumph as well as several other games along the way. In total he attended 74 games, visiting over 40 different stadiums along the way.

Stuart Spencer FCCA

Stuart Spencer FCCA

Associate Director

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Stu joined Charnwood Accountants in June 2015.

In 2003 Stu successfully gained a training contract after doing his A-levels, he qualified as a Member of the Association of Accounting Technicians in 2005 and is now a Fellow of The Association of Chartered Certified Accountants, having qualified in 2008 with first time passes in all exams. Stu has mainly worked in local practices, with a year working in the audit team at an international firm before joining Charnwood to return to working more closely with a portfolio of OMB clients.

He is experienced in working with a large range of clients, from small businesses to £100M+ turnover companies and groups. Having developed a broad skill base working with owner managed businesses, Stu enjoys his role with a varied portfolio of clients, providing them with an efficient and proactive service that focuses on both their business and personal requirements.

Stu specialises in advising clients within the sports sector & having developed this portfolio significantly over recent years led the launch of our sports-specific trading arm – Loughborough Finance for Sport.

Outside of work Stu combines a passion for competitive running with travel to Spain with his wife Jo. He runs competitively for Notts AC & C.A Puerto Torrevieja winning county, regional and national honours and aims to represent England again soon.

Emma Jarram FCCA

Emma Jarram FCCA

Client Manager

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Emma joined Charnwood Accountants as a Client Manager in 2007. After graduating with a 1st Class Honours degree in Accounting and Finance, she went on to gain her ACCA qualification 3 years later, whilst working in a small local practice to gain a wider experience of all aspects of accounts and taxation.

Emma then went on to work at a local office of a national firm. where she had the opportunity to work closely with the clients within her portfolio, offering them a quality service, whilst meeting all their accounting, audit, and taxation needs.

In her spare time Emma likes to keep active and is passionate about health and wellness. She is a member of a local bootcamp where she attends sessions at least 3 times a week and loves walking the family dog Marley. She enjoys travelling with her husband and teenage son and loves weekends away with friends. She also likes to support a local charity “Living Without Abuse” she does this by helping at events and raising money, she recently completed the Yorkshire 3 Peaks challenge as part of a charity team.

Jeff Whyman (ACCA finalist)

Jeff Whyman (ACCA finalist)

Client Manager

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Jeff joined Charnwood as a Client Manager in February 2006 having previously worked in various professional offices around the Leicester / Loughborough area in the accountancy profession since the early 80’s. During his time in practice, Jeff has gained considerable experience and knowledge in all aspects of audit, accountancy, and taxation. However, Jeff’s speciality is the day to day needs of small to medium sized owner managed businesses, adding value where he can to both new and existing clients. 

Jeff’s easy going and approachable personality make him a highly valued member of the team by both clients and work colleagues alike. 

Outside of work Jeff’s interests are sports based. Having been a keen cricketer himself, he now closely follows the England Cricket Team and has been lucky enough on two occasions to have followed the England team to the West Indies as a spectator. Jeff loves spending his spare time with his partner Louise and their 2 young children.

Tracy Merrill CTA

Tracy Merrill CTA

Tax Specialist

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Tracy joined Charnwood Accountants in July 2006 having gained 16 years’ experience at both a mid-tier firm and a top 4 firm.  Tracy is a Chartered Tax Advisor with expertise in Income Tax, Corporate Tax, Inheritance Tax, Capital Gains Tax.  She advises on a wide range of tax planning matters for corporates, partnerships, Trusts, and individuals. 

Tracy has a professional and friendly approach towards clients, working with them to ensure both their business and personal taxation affairs are dealt with efficiently and cost effectively. 

Outside of work Tracy enjoys swimming, yoga and loves travelling to new destinations.

Vicky Keenan FCCA

Vicky Keenan FCCA

Client Manager

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Vicky joined Charnwood Accountants in May 2016 having come from a national practice where she spent 18 months auditing. Vicky thoroughly enjoys being able to offer the full service to clients and being able to add value to her clients. Having graduated with a BA (Hons) degree in Financial Services Vicky went onto a MSc in Accounting and Finance and straight into working for one of the largest independent firms in the East Midlands where she spent 6 years offering accountancy, audit and tax services.

Outside of working hours Vicky is kept busy with her dogs, family & friends and loves to travel to new places when she can.

Emma Barker FCCA

Emma Barker FCCA

Client Manager

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Emma joined Charnwood Accountants in February 2015 as a Client Manager after working for a local independent firm of accountants in the East Midlands for several years. Since qualifying with the ACCA in 2013, Emma has built up a wealth of experience working with clients of various sizes and from a variety of backgrounds. This includes working closely with clients to ensure that not only statutory deadlines are met but also that clients receive the key information they require to enable their business to grow and succeed into the future.

At Charnwood Accountants, Emma really enjoys being able to provide her clients with a complete service by getting to know their requirements on both a business and personal level. She feels a huge sense of achievement on completion of tasks, when this provides a valuable resource to her clients.

Outside of work, Emma is kept busy with her two young children, Bethany and Freddie and enjoys nothing more than spending quality time with them. She also has three dogs and is a keen animal lover. When the opportunity arises, Emma is a music and cinema enthusiast and will often attend music events with the aim of seeing as many artists as possible in a year. She also enjoys travelling; however, this has taken the back foot for now until her children are old enough to take along.

Erica Horne FCCA

Erica Horne FCCA

Client Manager

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Erica has been with the practice since March 2015, prior to this Erica built up a wealth of experience at another local firm, during this period she qualified as a Member of the Association of Accounting Technicians in 1996 and The Association of Chartered Certified Accountants in 2000 and is now a Fellow of the ACCA. Erica manages a wide portfolio of clients across many industry sectors and has expertise in advising sole traders, partnerships, and limited companies.  Throughout her career, Erica has prided herself on her personable approach, providing a good quality and professional service to all clients in her portfolio.  These range from large audit clients to professional practices and personal clients.

Outside of work Erica is kept busy by running around after her two children. Erica has a passion for essential oils and always seems to have an oil on hand for any ailments in the office!!

Abbie Henshaw FCCA CTA

Abbie Henshaw FCCA CTA

Client Manager & Tax Specialist

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Abbie joined Charnwood in April 2017. Prior to this, she worked in practice at another local firm, and specialised in tax at one of the national firms.

As well as being a member of the Association of Chartered & Certified Accountants, she is also a Chartered Tax Advisor, with specialist areas including private client and corporate tax.

In her spare time, Abbie loves to travel and will shortly be venturing out to the USA for the first time. Thanks to her partner, she is now up to date with most sporting events, often following the football, rugby, and NFL. Abbie will try most things and has even recently learned to ski. One personal goal for 2020 is to attend her first Formula One grand prix, hopefully overseas.

Dan Ryan FCCA MAAT

Dan Ryan FCCA MAAT

Client Manager

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Daniel joined the Charnwood team in August 2017 having previously worked at another local firm of accountants.

During his time in practice he has worked with a wide range of clients of various sizes and industries and with the audit work this has enabled him to get a deeper understanding of how clients operate and undertake their activities. 

Since moving to Charnwood Daniel has continued his development and forming close working relationships with his portfolio of clients that has lead to increased exposure to other types of audit work such as Grant audits (working with clients who have funding from innovate through to more complex grants from various European funding initiatives). In addition to these services he also continues to provide support to clients and their partner contact on accounting and basic tax issues to help them achieve their business and personal goals. 

Daniel is a key part of the audit team and is keen to help assist and support the other qualified staff members as much as possible on their files to ensure we continue to maintain a high standard of working. 

Life outside of work revolves firstly around the family with his wife and children which keep him out of trouble…. most of the time. In his spare time since retiring from local football Daniel enjoys both the social and competitive aspect of running and is usually training hard for whatever his next goal may be, whether it is a marathon, half marathon or any other endurance event and would one day like to complete the 6 marathon majors events.

Theresa Finlay BACC (Hons) CA

Theresa Finlay BACC (Hons) CA

Client Manager

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Theresa joined Charnwood Accountants in April 2018. After graduating with a 1st Class Honours degree in Accounting from Glasgow University, Theresa went on to gain her CA qualification, while working in a small practice in Glasgow. In January 2016, Theresa then moved to England where she joined an independent Central Milton Keynes based firm, progressing quickly from Accounts Senior to Manager. Looking for a more varied role, Theresa joined Charnwood Accountants as a Client Manager. She manages a wide portfolio of clients across many industry sectors and has expertise in advising sole traders, partnerships, and limited companies, providing accounting, auditing, and taxation services.

Outside of work Theresa likes spending time with friends and family, travelling to new places and trips back to home to Scotland.

Richard Molloy ACCA

Richard Molloy ACCA

Client Manager

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Richard joined Charnwood Accountants in October 2019 and has always lived in Leicestershire. He started his career at a small firm back in April 2011 where he was fortunate enough to gain experience in most areas of accounting. In June 2015 he moved to one of the largest independent firms within the East Midlands which gave him exposure to a wider range of clients and industries. His main focuses during this time was statutory audit and charities. He qualified and became a member of the ACCA back in February 2017.

Richard recently bought his first house which he has been busy turning into a home. In his spare time, he is a big sports fan! His sport of choice is American Football and is a big follower of the Denver Broncos. Richard is also a proud season ticket holder at the Leicester Tigers.

Holly Wagg FCCA

Holly Wagg FCCA

Client Manager

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Holly joined Charnwood in March 2020. Prior to this she briefly worked in industry but has gained most of her experience in an international firm. Holly began her career in accountancy straight after A-Levels and during this time has qualified as a member of the Association of Accounting Technicians and is now a Fellow of The Association of Chartered Accountants.

Holly has worked closely with a variety of clients and helped them through their ups and downs. Previously heading up an outsourced service for clients which offered such accountancy services as management accounts, making tax digital and cloud software solutions, forecasts, and budgets as well as the statutory deadlines. Holly prides herself in being approachable and always providing a good quality service to all of her clients.

Outside of work, Holly loves spending time with her family and friends. Her daughter Olive and two cats keep her very busy, but when she does have spare time she loves to go shopping and for a pamper at the spa.

Lesley Lenthall

Lesley Lenthall

Admin Support Supervisor

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Lesley joined Charnwood Accountants in November 2011 as part of the admin team.   She provides PA, reception, and administrative support to the technical team.  She has over 25 years’ experience in front line customer service roles for corporates, The NHS, and a family run business.

Lesley believes customer care is an absolute must.  Lesley’s ‘can do’ approach provides a warm and friendly welcome to clients and colleagues alike. In addition to her admin duties, Lesley gets involved in the “onboarding process” for new clients here at Charnwood and so if you are thinking of becoming a client you will no doubt be speaking with Lesley in the future. 

In her spare time, Lesley enjoys a glass or two of wine at her local pub with friends, family and her Shih Tzu, Harvey. She also enjoys walking, reading, travel, theatre and lots of cuddles with her young grandchildren”

Anja Zeman

Anja Zeman

Admin Support

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Anja Joined Charnwood Accounts in August 2014, Anja is part of our administration and reception team, she has over 18 years’ experience working in a very customer focussed environment.

Having had front line roles within a known high street bank and opticians, Anja also spent seven years as PA to a Group Managing Director within the health and fitness industry and applies the knowledge and skills she has built up to help provide close administration support to the technical team in the office.  Her understanding of the importance of excellent customer service with a personal touch also shows when speaking to and assisting our clients.

In Anja’s spare time, she loves performing on stage with local amateur dramatic societies, spending time with friends and chasing after her little girl, Annie.

 
Ella Rennocks

Ella Rennocks

Admin Support and Reception

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Ella joined Charnwood Accountants in October 2018 as an administrator, Ella is now the voice of Charnwood as she is our Receptionist and looks forward to taking your call along with continuing to support Charnwood’s administrators.

In her spare time, Ella enjoys going to the gym, baking, and spending time with friends and family.

Jasmine Samani

Jasmine Samani

Admin & Reception apprentice

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Jasmine joins us as an apprentice, working within our Administration team!

After taking her GCSE’S, Jasmine then decided to look at the government website and the apprenticeship vacancies, she applied to Charnwood Accountants, and the rest we say is history!

Jasmine loves photography, walking in the countryside with her mum and little brother, she likes to go to the cinema with friends and she really enjoys baking and spending time with her family and friends.

Rebecca Lallo

Rebecca Lallo

HR Manager

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Bec joined Charnwood Accountants in June 2015, starting in the admin team after a great career within customer service, Bec has now moved her career to HR and is currently studying towards gaining her CIPD qualification.

Outside of work, she enjoys spending time with her friends and family including her beloved Beagle Dolly, loves her holidays and wants to continue to travel to new places and has a real passion for cooking (and eating!)

Accountants in Leicestershire and Loughborough

Charnwood Accountants and Business Advisors LLP is located in the beautiful area of Mountsorrel, just south of Loughborough.

Not only do we act as a local accountant to businesses based in Leicestershire and the surrounding areas, we also work with clients nationally.

Whether you are seeking friendly, local business advisors and accountants near Loughborough, or looking for services to support your national business, Charnwood Accountants can help.

 

Charnwood Accountants and Business Advisors LLP

The Point
Granite Way
Mountsorrel
Loughborough
Leicestershire
LE12 7TZ

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