The firm was started as a firm of Chartered Accountants by Roger Lugg in 1976 and moved to its present offices in 1978. The Lingfield office was acquired in 1986 whilst Levy & Co was merged in 2008.

There are now three resident partners in Caterham, one of whom is partly resident at Levy & Co.
Lingfield is a smaller office run by a senior manager, who is in close contact with the Caterham partners.

The firm's partners are members of the Institute of Chartered Accountants in England and Wales, and two are members of the Chartered Institute of Taxation. At present we have eight other Qualified members of staff together with one who is an ex Inspector of Taxes.

Our main function, as Chartered Accountants and Chartered Tax Advisers, is the provision of all accounting, tax and related business management advice to all types of businesses. We specialise in the small owner managed businesses who in particular need advice in today’s complex regulatory environment.

We are Registered Auditors so we can express opinions on limited company accounts. We can of course complete “Independent Reviews” when these are required for Charities and Pension Funds.