Business Details
33 Years
experience
Chartered Accountants in Trowbridge & Bristol
Established in 1993, Oakensen Chartered Accountants is a chartered accountancy firm dedicated to providing comprehensive financial solutions for businesses and individuals. Our team combines extensive commercial experience with modern accounting practices to deliver tailored services that simplify complex financial processes. As members of the Institute of Chartered Accountants in England and Wales (ICAEW), we adhere to the highest professional standards while leveraging cutting-edge technology to enhance efficiency. We specialise in tax compliance, audit assurance, and strategic business advisory, ensuring clients remain compliant while optimising financial outcomes. Our proactive approach focuses on minimising tax liabilities, streamlining accounting systems, and providing year-round guidance to support long-term business growth.With offices in Trowbridge and Bristol, we serve diverse industries including manufacturing, logistics, software, and charitable organisations. Our data-driven audit methodology delivers actionable insights to improve business performance, while our tax experts navigate complex regulations to prevent overpayment. We prioritise client partnerships, offering personalised support to address both immediate needs and future aspirations. Our commitment to excellence is demonstrated through our low HMRC enquiry rate and comprehensive compliance services. By integrating automation and AI solutions, we help businesses reduce administrative burdens and focus on strategic development.
Services
Tax Planning
Statutory Audits
Bookkeeping
Payroll Services
Business Advisory
VAT Returns
Company Formations
Cloud Accounting
Inheritance Tax Advice
Corporate Tax Compliance
Details
- Year established: 1993
Highlights and features
- We combine 30 years of industry experience with modern accounting technology
- Our ICAEW-accredited team ensures compliance with highest professional standards
- Specialist tax advisors help minimise liabilities across personal and corporate taxation
- Data-driven audit approach provides actionable business performance insights
- Proactive year-round financial guidance for business growth and compliance
Associations and certifications
- Institute of Chartered Accountants in England and Wales (ICAEW)
Services
Tax Planning
Our tax planning services help businesses and individuals legally minimise tax liabilities. We provide corporation tax, VAT, and inheritance tax strategies tailored to your specific circumstances. With ICAEW-accredited specialists, we ensure compliance while maximising allowable allowances and reliefs.
Statutory Audits
We conduct statutory audits in accordance with ICAEW standards for companies requiring external verification. Our data-driven approach identifies risks while providing actionable insights to improve business performance. Services include audit reports, independent examinations, and SRA-compliant legal audits.
Business Advisory
Our advisory services focus on business growth strategies, cash flow management, and operational efficiency improvements. We help implement systems for better financial control and provide guidance on company restructures, share schemes, and succession planning.
Cloud Accounting
We implement cloud-based accounting systems to modernise financial processes. Our training and support ensure smooth adoption of technologies that improve accuracy, automate reporting, and enable real-time financial monitoring for businesses.
Payroll Services
Our payroll services handle salary calculations, tax deductions, and HMRC submissions. We ensure compliance with employment regulations while integrating payroll data with broader accounting systems for complete financial management.
People
David Oakensen
Director and Audit Engagement Partner
Qualified as a Chartered Accountant at 21, David holds a Social Anthropology degree from LSE. With experience at PwC Jersey and Middle East operations, he has led Oakensen Chartered Accountants since founding the practice in 1993.
Ethan Edwards
Practice Operations Manager
ACA-qualified with 14 years' accountancy experience, Ethan previously worked in advertising sales management before joining Oakensen Chartered Accountants in 2018. He oversees daily operations from the Trowbridge office.
Becky Grist
Tax Department Manager
First-class Accounting and Finance graduate from University of Exeter, Becky qualified as ACA within two years of joining Oakensen Chartered Accountants in 2018. She manages the Trowbridge office tax team.
Helen Hall
Head of Accounts and Audit
With 30 years at William Price & Co before its acquisition by Oakensen Chartered Accountants in 2018, Helen leads audit teams in Bristol. Her expertise focuses on resolving complex accounting issues for businesses.
Angelique Avery
Trowbridge Office Manager
After completing a Mathematics Masters at University of Bath, Angelique qualified as ACA. She now manages Trowbridge operations, combining mathematical precision with accounting expertise.
Questions
What accounting services do you offer for businesses?
We provide year-end accounts, management accounts, cash flow forecasting, VAT returns, payroll, cloud accounting implementation, and business strategy advice.
Do you handle personal tax returns for individuals?
Yes, we prepare Self-Assessment tax returns and offer personal tax planning, inheritance tax advice, and capital gains tax computations.
Are you qualified to perform statutory audits?
As ICAEW-accredited chartered accountants, we conduct statutory audits, independent examinations, and solicitors' audit reports.
How do you help businesses save time and money?
We implement automation solutions, optimise tax positions, and provide proactive advice to reduce administrative burdens and unnecessary expenditures.
What specialist tax services are available?
Our services include corporation tax planning, SEIS/EIS applications, trust and estate taxation, stamp duty advice, and complex VAT strategies.
Do you support business growth and restructuring?
Yes, we advise on company restructures, share buybacks, employee share schemes, business valuations, and exit strategies for shareholders.
