Business Details
33 Years
experience
Trusted Accountants in London
At Caldwell Penn, we combine technical excellence with a commitment to building lasting relationships. Our team of chartered accountants, registered auditors, and chartered tax advisers delivers tailored financial solutions across diverse industries including professional services, technology, manufacturing, and hospitality. With expertise spanning accountancy, audit, tax advisory, and R&D tax relief, we prioritise proactive service and practical advice. Founded in 1993, our practice has evolved into a specialist firm offering hands-on support for business growth.We distinguish ourselves through transparency, attention to detail, and a client-centric approach that ensures businesses navigate financial complexities with confidence. Our multi-office presence in London, Guildford, and Farnham enables us to serve clients nationwide while maintaining personal accountability. By blending traditional expertise with modern technology, we streamline financial operations and provide actionable insights that drive sustainable success.
Services
Accountancy
Tax Advisory
Audit & Assurance
R&D Tax Relief
Finance Function
Corporate Tax
Statutory Audit
Personal Tax
EIS & SEIS
Financial Compliance
Details
- Year established: 1993
Highlights and features
- We offer over 30 years of experience in accountancy services
- Our team includes specialist directors in audit and tax advisory
- We provide tailored R&D tax relief expertise for innovators
- We operate from three accessible UK locations with local knowledge
- Our proactive approach prevents financial surprises for clients
Associations and certifications
- Chartered Accountants
- Registered Auditors
- Chartered Tax Advisers
What people say
Exceeded expectations
Seamless experience
Tailored approach
Proactive service
Valuable insights
Services
Accountancy
Our accountancy service ensures accurate financial records and regulatory compliance. Led by Director of Client Finance Jamie Snell, we provide tailored support from tax planning to year-end accounts. We combine technical expertise with proactive advice to align financial management with business growth objectives.
Audit & Assurance
Led by Audit Director Katie Halsall, our audit service delivers reliable financial assessments with clear reporting. We go beyond compliance to provide actionable insights that enhance business transparency and support strategic decision-making for long-term growth.
Tax Advisory
Under Tax Director Mark Martin's leadership, we offer strategic tax advice for compliance and liability minimisation. Our services include corporate tax planning, personal tax management, and specialist guidance on changing tax regulations affecting businesses.
R&D Tax Relief
Corporate Tax Specialist Bradley Goddard leads our R&D tax relief service. We identify qualifying activities and maximise claims through expert support, helping innovative businesses access valuable tax incentives for research and development initiatives.
Finance Function
This service provides flexible finance support without recruitment risks. Our experienced team offers day-to-day financial management and strategic insights, delivering reliable expertise on demand to streamline business operations and support growth.
People
Jamie Snell
Director of Client Finance
Jamie leads our client finance team with extensive experience in accountancy services. He specialises in providing tailored financial support and tax planning solutions for business growth.
Katie Halsall
Director of Audit
Katie oversees our audit and assurance services, delivering clear financial assessments. Her expertise ensures compliance while providing actionable insights for business development.
Mark Martin
Founder & Head of Tax
As founder and tax director, Mark established Caldwell Penn in 1993. He provides strategic tax advisory services and leads our team in delivering expert compliance solutions.
Bradley Goddard
Corporate Tax Specialist
Bradley specialises in R&D tax relief, identifying qualifying activities and maximising claims. His expertise helps innovative businesses access valuable tax incentives for research and development.
Lawrence Evans
Managing Director
Lawrence directs our strategic approach, ensuring practical advice that supports business growth. He oversees client relationships and maintains our commitment to tailored financial solutions.
Questions
What accounting services do you offer?
We provide full accountancy services including tax planning, year-end accounts, and financial compliance support tailored to your business needs.
Do you specialise in specific industries?
We work with businesses across professional services, technology, manufacturing, logistics, retail, construction, and hospitality sectors.
How do you handle tax advisory services?
Our tax specialists offer strategic advice on compliance, liability minimisation, and R&D tax relief with expertise in corporate and personal tax matters.
What makes your audit service different?
Our audits provide financial clarity through clear reporting and actionable insights that support business growth beyond basic compliance.
Can you assist with finance function outsourcing?
Yes, we offer flexible finance function services that provide expert support without the risks of hiring an in-house team.
