Business Details
Expert Chartered Accountants in Caterham
We are an independent chartered accountancy practice based near Croydon with over 40 years of experience serving local businesses, charities, and private clients. Our team specialises in business advisory services, taxation compliance, and general accounting, offering tailored solutions that simplify financial and tax obligations. Founded over 30 years ago by Alison Sargent & Co & Co, a respected chartered accountant, we combine deep expertise with a friendly, client-focused approach. Our services cater to small owner-managed companies, partnerships, and high-net-worth individuals, with a particular emphasis on the charity sector and property industry.We prioritise long-term relationships, ensuring clients meet statutory requirements while achieving broader business objectives. Kiran Dower, our Senior Accountant, brings 25 years of private sector experience to deliver accurate, efficient financial support. Located just off the A22 with easy M25 access, we provide reliable, professional services that balance cost-effectiveness with high-quality outcomes.
Services
Business Advisory
Taxation Services
General Accounting
Charity Advisory
Personal Tax Advice
Highlights and features
- We offer 40+ years of experience in accountancy and tax advisory services.
- Our bespoke solutions cater specifically to charities, SMEs, and high-net-worth individuals.
- We combine traditional expertise with modern, client-focused service delivery.
- Our team includes specialists with deep sector knowledge in property and charity accounting.
- We prioritise long-term client relationships built on trust and reliability.
Associations and certifications
- The Institute of Chartered Accountants in England and Wales
Services
Business Advisory
We provide strategic financial guidance to help businesses navigate growth, compliance, and operational challenges. Our advisory services focus on tailored solutions for SMEs and owner-managed companies. With sector-specific expertise, we enhance decision-making and long-term sustainability.
Taxation Services
Our comprehensive tax compliance services cover corporate and personal tax planning, ensuring adherence to HMRC regulations. We specialise in reducing liabilities while maintaining transparency for businesses and high-net-worth individuals.
General Accounting
We manage day-to-day financial records, payroll processing, and year-end accounts for businesses of all sizes. Our accurate, timely reporting ensures clients maintain clear financial visibility and regulatory compliance.
Charity Advisory
Tailored accounting and compliance services for charities, including grant management and tax-efficient funding strategies. We understand sector-specific challenges and provide solutions to maximise impact.
Personal Tax Advice
Specialised tax planning for individuals, including property portfolios and inheritance tax mitigation. Our approach balances legal compliance with optimising personal financial outcomes.
People
Alison Sargent
Founder
Qualified chartered accountant with over 30 years' experience in auditing, taxation, and charity sector accounting. Recognised for expertise in property industry finances and high-net-worth client advisory services.
Kiran Dower
Senior Accountant
Certified accountant with 25 years in private sector finance. Specialises in SME accounting systems and tax compliance, bringing precision and efficiency to client financial management.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, tax compliance, and strategic advisory services tailored to SMEs, ensuring regulatory adherence and operational efficiency.
Do you specialise in charity sector accounting?
Yes, we offer dedicated charity accounting services including grant management, tax-efficient funding strategies, and compliance reporting.
How do you support high-net-worth individuals?
We deliver personalised tax planning and wealth management solutions, focusing on property portfolios and inheritance tax mitigation.
Are you registered with professional accounting bodies?
We are registered with The Institute of Chartered Accountants in England and Wales, ensuring adherence to strict professional standards.
What areas do you serve?
We primarily serve Croydon, Caterham, and surrounding Surrey areas, with clients across the UK.
