About Charles & David Accountants
We believe accountancy is more than just balancing books — it’s about building trust, offering clarity, and being present for every step of your journey. Our clients come to us for precision but stay with us for partnership. From startups to established enterprises, we serve as an extension of your team — guiding your financial decisions with expertise, empathy, and integrity. We go beyond the numbers to understand your goals, your challenges, and your vision for the future. Because to us, it’s personal. Charles & David — Beyond Numbers. Beside You.
Mission Statement
Our mission is to provide expert, personalised accountancy and advisory services to professionals and businesses across sectors — from dentists and lawyers to care homes, e-commerce ventures, and sole traders. We combine accuracy, insight, and a down-to-earth approach to help our clients understand their numbers, meet their obligations, and achieve lasting success. Through trusted relationships and proactive support, we empower our clients to focus on what they do best — while we take care of the financial details that matter today and shape a stronger tomorrow.
Our nationwide reach means you’ll always have expert support — no matter your location.
Accuracy is non-negotiable. We deliver meticulous work that clients can rely on to make confident, informed decisions.
We simplify the complex. Whether it’s compliance, tax, or business strategy, we explain things clearly, so our clients always understand their position.
A Full Range of Services Tailored for Professionals and Small Businesses.
No matter your profession, you can count on our years of experience supporting dentists, lawyers, care providers, e-commerce businesses, and sole traders to guide you with confidence.
Sales & Valuations
Whether you're planning to sell your business or looking to make a purchase, we help you navigate the process with clarity and confidence. From dental and legal practices to care homes and e-commerce ventures, we provide accurate valuations and practical guidance to ensure a smooth, well-informed transition — whatever side of the deal you're on.
Accountancy
We support professionals and business owners across the UK — including dentists, lawyers, care providers, e-commerce businesses, and sole traders. Our proactive, detail-focused approach ensures your accounts are accurate, compliant, and working in your favour.
Tax Planning
We help professionals and business owners reduce tax liabilities with smart, tailored strategies. Our advice covers income, investments, business sales, and succession planning. We ensure full compliance while making the most of available reliefs. With us, your tax position supports your long-term goals.
Financial Planning
We help professionals make the most of their finances — from early career to retirement. Our tailored advice supports your goals, protects your future, and gives you greater peace of mind at every stage of your journey.
Legal Support Coordination
We work closely with trusted legal professionals to support you through key transitions — whether buying, selling, or changing how your business is set up. By coordinating with advisors and addressing issues early, we help keep things moving smoothly and compliantly.
Cash Flow & Forecasting Support
We help you take control of your finances with clear, accurate cash flow management and forecasting. From everyday planning to big-picture decisions, our insights support better budgeting and reduce financial uncertainty. Whether you're growing, restructuring, or just staying steady, we make sure your numbers work for you.