Vision & Mission


Our Vision

“To be an integral part of our clients success now and in the future“

Our Mission

“To be regarded as a trusted advisor providing a range of accountancy, business development, tax planning and wealth management services that are communicated clearly and defined by a proactive client focussed approach”

Our Core Values are based on

  • Client Focus

° We engage with all our clients in a proactive manner and take pride in being recognised as taking the initiative in building a valued relationship

° At all times we will provide the highest level of expertise and when required be innovative in providing solutions

° We will endeavour to respond to client communications in such a way that expectations are always met and often exceeded

  • Ethics

° We at all times conduct our business to the highest standards of professional ethics

° We have always and will continue to contribute to the communities we serve

° We recognise the importance of preserving the environment and to conserve natural resources

  • Responsibility

° We expect our employees to take responsibility for their own performance and development

° The senior management have a key responsibility to create and maintain a positive and professional environment for all staff to flourish and develop

  • Trust, Integrity and Respect

° We at all times respect the diversity of people, their ideas and culture

° We treat each other with dignity and respect and do nothing deliberately to damage any individual’s confidence

° We will at all times be open, honest and truthful

° We are accountable for our actions





Bath Office
Northgate House
Upper Borough Walls
Tel: 01225 445196

Salisbury Office
Suite1, 24-25 Barnack Business Centre
Blakey Road



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Registered Name: Berkeley Bate Ltd Registered Company no: 7581153 Registered in the UK 
Registered Address: – Suite 1, 24-25 Barnack Business Centre, Blakey Road, Salisbury, SP1 2LP
VAT Registration No: 109 8958 67 16