Working Closely with our Clients

At Castletree we offer a comprehensive range of accounting services with a personalised approach.  Enjoy peace of mind, knowing that your financial affairs are compliant and in order. We’re trusted by business owners and individuals.

Our Promise To You

OUR PHILOSOPHY

  • Provide friendly, courteous and efficient service

  • Always exceed your expectations

  • Listen to what YOU are saying

  • Communicate with you quickly and fully

  • Never surprise you with bills you’re not expecting

  • Be honest, truthful and upfront with you at all times

  • Provide pro-active business advice wherever possible

CLIENT SECTORS INCLUDE

  • Manufacturing

  • Professional Services

  • Retail

  • Agriculture

  • Construction

  • Property Rental and Development

  • Transport

  • Information Technology

  • Design and Marketing

  • Service B

Meet The Team

Meet Our Fantastic Team of Accountancy Heroes

Anna Wickham

Founder, Head Accountant and Business Adviser with many years of experience of ensuring growth and maximum financial efficiency.

Tom Hotchkiss

Management Accountant with responsibility for statutory reporting.  Tom has over 30 years of experience in all forms of accounting.

Angie Cogley

Angie is responsible for preparing accounts, tax returns, payroll and general admin within Castletree.

Catherine Clarke

Catherine’s main role is preparing Self Assessment Tax returns, book keeping and admin.   Catherine is AAT Level 4 qualified.

Liz Lewis

Liz is a Chartered Accountant having worked at Castletree for many years.  Liz is responsible for the preparation of company accounts, their associated tax returns and monthly management accounts.

Dawn Smith

Dawn has been at Castletree since 2013.  Dawn is responsible for most of the payroll function and general admin.

Will Turnock

Will is currently on placement with us whilst studying for a degree in Business & Financial Management.

Pip

Pip has been eyeing her human tormentors with suspicion for many years, plotting revenge and generally keeping everyone in order.

Bramble

Bramble likes to chase things and leave hair around the place.

Frequently Asked Questions

These are a few of the more common questions we get asked by prospective clients considering using our services…

If your existing accountant is offering you an excellent pro-active service at a fair fee then stick with them. However, different accountants will save you different amounts of tax and provide different levels of business advice. If your present accountant doesn’t offer the type of service you want and that we do offer, then changing over to us is very easy. It involves just one letter from you and we take care of everything else for you. Your existing accountant is not usually allowed to charge you for providing the normal handover information.

No! We offer fixed fees linked to the value of what we provide. We’re not always the cheapest and as with many things in life the cheapest is often the most expensive in the long run. However, we are not expensive and we offer excellent value for what we provide. Most importantly we never undertake work without agreeing the fee arrangements in advance so you always know where you stand.

We can’t over emphasise the importance of tax planning at an early stage, not crisis driven advice. Ideally you do tax planning before the year even starts but after that, the earlier the better. The same is applicable to all areas of advice and we are about helping you change the future, not just reporting what has already happened.

Yes. It often helps to see your business, books and records, etc at first hand and we are always happy to invest our time without charge to show you what we can do. Of course, if you prefer to visit us, that’s fine too.

When’s good for you? Let us know and we’ll do our utmost to help. If you need to see somebody urgently, we’re always out and about and can arrange to see you very quickly.

We’re not in the business of providing low quotes just to get your business for the first year and then raising the fees. We want you as a long term client who trusts us to do what we say we will do. We quote what we anticipate to be a fair fee for the value provided and would only anticipate normal inflationary increases if the work stays the same. Very occasionally there may be reasons why the amount of work involved exceeded what was expected but we would sit down and discuss these with you. In some cases, where it is clear exactly what work is involved we can guarantee the fee for more than one year.

All we can say is that as accountants, you’d expect us to be a bit analytical, which is true. As such do you really think we would offer you something we couldn’t deliver that is backed up by our 100% risk free guarantee. Our clients are used to this level of service. You are also more than welcome to speak with some of our existing clients who have the experience of our service. See what our clients say.

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    Our Promise

    Great reasons and promises we make to you which is why you should call us before deciding on your accountant…

    FIXED FEES

    Quoted in advance of the work and related to the value of work to be completed so that you know where you stand. That is unless you prefer to be charged on an hourly basis.

    FREE PHONE SUPPORT

    You can call as much as you need without charge. It can be about anything – tax, business ideas, just someone to use as a sounding board or whatever you need. If you need help and we can provide it on the phone, it’s FREE.

    WE'LL SORT YOUR PAPERWORK

    We understand doing the paperwork can be stressful for many business owners who really just want to get on with running and building their business. So if you wish, we can take all the book-keeping, payroll and other paperwork off of you as well as the normal annual accounts and tax work.

    FREE MEETINGS

    Whenever you wish to meet up, any meetings at our offices are always provided FREE of charge. You have the right to these whenever you feel the need. Just call us to schedule the meeting.

    FREE TAX TIPS & INITIAL REVIEW

    Free tax tips relevant to business owners delivered to you by E-mail through our regular E-Tax Tips & News to help you pay less tax. We also offer a free initial review to identify all the tax planning opportunities you are not presently taking advantage of.

    KEEPING IT PLAIN & SIMPLE

    There’s no technical speak from us. We speak to you openly and honestly and promise not to blind you with jargon. We want you to feel comfortable to pick up the phone to us whenever you need, for whatever you want and know you’ll get good sound understandable advice. We will work with you in the way that suits you – in person, on the phone or online.