About PG Owen
The PG Owen story…
We want to work with ambitious business owners. Ambition is a subjective word and can range from wanting to be the next Richard Branson down to just having a little more work/life balance. Whatever level of ambition you have, and you must have some purely by being in business, we will look to help you achieve it.
We have a wide range of skills from traditional online accounting and VAT filings, through to statutory accounts. Taxation work includes usual Self Assessment filings and personal tax planning. We can also provide support and general knowledge across a range of legal and financial services.
These skills allow us to assist you and your family from cradle to grave… and beyond! In short, our purpose is to make a difference in your journey.
When coming to us for service and advice, you will want some options as to the level of service you need.
You will also want some surety as to the commitment you will be making. We offer three levels of service depending on needs:
Business Growth
This service is designed for those who require controlled growth along with regular performance reviews along with quarterly Making Tax Digital (MTD) filings and all the usual statutory reporting.
This service focuses on enabling you to achieve your goals by identifying areas of your business that require additional focus, discussing ways in which improvements can be made and then agreeing what work will be carried out over what time frame;
Business Stability
This service is designed for those who are happy with the growth of their business and tax but require detailed support in providing quarterly MTD filings along with all statutory reporting. MTD reporting requirements are extensive and a large number of our clients have decided they can be more effective in their business in other areas.
Rather than taking up excessive time completing accounting work, often late at night, they prefer to outsource this work to us, who can complete it effectively and in much less time. It's all a question of opportunity cost, that is what could you be doing to improve your business rather than simply crunching the numbers?
Business Basics
This service is designed for those who are happy with the growth of their business and tax but just require support in statutory reporting. some of our clients still look to us to do the minimum required to maintain their compliance with the various accounting and tax legislation. We are still more than happy to work on this basis if that is what suits you best.
Each of these three styles of service will be tailored to your precise needs, the support we provide can never be a one size fits all service. We have created detailed pricing tools to ensure the service we offer you and your investment in our service matches your needs.
We're here to help!
Feel free to get in touch with us any time.
Our History
PG Owen's roots go back to 1871, when David Owen founded an accountancy practice in Devizes. His son, Ralph D Owen, joined the firm and became a member of the Institute of Chartered Accountants in 1907, later taking over as senior partner and establishing offices in Bath and Warminster under the name Ralph D Owen & Co.
In 1996, Pethericks & Gillard was founded in Midsomer Norton. On 1 April 2008, the two firms merged, bringing together more than a century of combined experience across Bath, Warminster and Midsomer Norton. In 2018, the merged practice formally became PG Owen Limited, the name we trade under today.
That history means our team carries genuine, long-standing experience in the local area, not just as accountants, but as trusted advisors who have supported families and businesses across Bath, North East Somerset and West Wiltshire for generations.