S&W appoints private client tax partner

Professional services group S&W has strengthened its private client tax services team with the appointment of Graham Charlton as a partner, based in Bristol.

Graham joins the fast-growing firm with more than 20 years’ experience advising individuals and businesses on personal and capital taxes. 

In his new role, he will support clients across Bristol, Birmingham and the wider region, working closely with entrepreneurs and private equity-backed businesses on complex transactions and long-term tax planning.

He brings senior-level experience from roles at KPMG, PwC and Bishop Fleming, where he advised on a broad range of strategic tax matters.

Graham said: “I’m excited to join S&W and work closely with clients to help them achieve their goals. 

“My focus will be on guiding them through complex transactions and strategic planning, ensuring they have the clarity and confidence to make informed decisions. 

“By leveraging my experience in personal and capital taxes, I aim to deliver tailored solutions that create real value for their businesses and personal wealth.”

Graham’s appointment supports S&W’s continued expansion of its private client offering, as demand grows for specialist tax advice across the South West and Midlands.

Chris Shepard, partner and head of private client tax services at, S&W, added: “We’re delighted to welcome Graham to the team. 

“His appointment brings a wealth of experience and enhances our private client tax services offering in Bristol. 

“His expertise in complex transactions and strategic tax planning will enable us to deliver even greater value to clients, helping them navigate challenges with confidence and clarity.”

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