Business Details
33 Years
experience
Trusted Chartered Accountants in Trowbridge & Bristol
Established in 1993, Oakensen Chartered Accountants is a Chartered Accountancy practice dedicated to providing high-quality accounting, audit, taxation, and business advisory services. Our team combines extensive commercial experience with a modern approach to deliver tailored solutions for businesses and individuals. We specialise in tax planning, financial compliance, and strategic business advice, ensuring clients remain compliant while optimising financial performance. As members of the Institute of Chartered Accountants in England and Wales (ICAEW), we adhere to the highest professional standards.Our proactive approach helps clients navigate complex tax laws, implement efficient accounting systems, and achieve long-term business goals. With offices in Trowbridge and Bristol, we serve a diverse range of industries, offering personalised support to businesses at every stage of growth. Our commitment to leveraging technology, such as AI and automation, ensures clients benefit from streamlined processes and data-driven insights. We prioritise transparency, reliability, and year-round advisory services to build lasting partnerships with our clients.
Services
Tax Planning
Statutory Audits
Bookkeeping
Cloud Accounting
Payroll Services
VAT Returns
Business Strategy
Inheritance Tax Advice
Company Formations
Grant Funding Reports
Details
- Year established: 1993
Highlights and features
- We provide proactive, year-round financial advice tailored to your business needs.
- All our accountants are tax-trained to ensure compliance and minimise tax liabilities.
- We utilise AI and automation to streamline accounting processes and save you time.
- As an ICAEW member firm, we adhere to the highest professional and ethical standards.
- Our team offers comprehensive support for audits, tax planning, and business strategy.
Associations and certifications
- Institute of Chartered Accountants in England and Wales (ICAEW)
Services
Tax Planning
Our tax planning services ensure compliance while minimising liabilities through expert analysis of allowances and strategic decision-making. We cater to businesses and individuals, offering tailored solutions for complex scenarios. Our ICAEW-certified team provides ongoing support to adapt to evolving tax regulations.
Statutory Audits
We conduct statutory audits with a client-focused approach, combining robust analysis with minimal disruption to operations. Our data-driven insights identify risks and opportunities, delivering actionable reports to enhance business performance and regulatory compliance across diverse industries.
Cloud Accounting
Implementation of cloud accounting systems streamlines financial processes using AI and automation. This service reduces manual work, improves accuracy, and provides real-time financial insights to help businesses make informed decisions and improve efficiency.
Business Strategy
We offer strategic business advice to improve profitability and sustainability. Our services include cash flow forecasting, system implementation, and data-driven recommendations to support long-term growth and operational effectiveness for businesses at all stages.
Payroll Services
Our payroll services ensure accurate and timely processing of employee payments and tax deductions. We handle compliance with HMRC requirements, reducing administrative burdens and ensuring businesses meet their obligations without errors or delays.
People
David Oakensen
Director and Audit Engagement Partner
Qualified as a Chartered Accountant at 21, David studied Social Anthropology at LSE and worked in Jersey and the Middle East before founding Oakensen Chartered Accountants in 1993. He leads audit engagements and strategic direction.
Ethan Edwards
Operations Manager
With 14 years in accountancy and prior experience in sales management, Ethan oversees daily operations at Oakensen Chartered Accountants. He joined in 2018 after working in Melbourne, bringing international expertise to the team.
Becky Grist
Tax Department Manager
Becky joined Oakensen Chartered Accountants in 2018 after graduating with a first in Accounting and Finance. She qualified as an ACA and now manages the Trowbridge office and tax department operations.
Helen Hall
Head of Accounts and Audit
Helen leads accounts and audit teams in Bristol with 30 years of experience. She joined Oakensen Chartered Accountants after William Price & Co's acquisition in 2018, specialising in resolving complex business challenges.
Angelique Avery
Trowbridge Office Manager
Angelique joined Oakensen Chartered Accountants in 2020 after completing a Mathematics masters. As a qualified ACA, she manages the Trowbridge team, combining analytical skills with client-focused accounting services.
Questions
What accounting services do you offer for businesses?
We provide year-end accounts, tax planning, VAT returns, bookkeeping, payroll, business strategy, and cloud accounting implementation tailored to business needs.
How do you support individual tax requirements?
We handle self-assessment returns, inheritance tax planning, capital gains tax advice, and personal tax compliance while minimising liabilities through expert guidance.
What makes your audit approach different?
Our audits use data analytics to identify risks and provide actionable insights, ensuring minimal disruption while delivering robust, compliant reports tailored to client operations.
Can you assist with complex tax scenarios?
Yes, our specialist tax team handles complex cases including SEIS/EIS applications, trust management, and HMRC investigations with a low enquiry rate.
Do you offer ongoing financial advisory services?
We provide year-round proactive advice on business strategy, cash flow forecasting, and system implementation to help achieve long-term growth objectives.
How do you incorporate technology into accounting?
We implement AI and automation tools to streamline processes, reduce errors, and provide real-time financial insights for improved business decision-making.
