Business Details
33 Years
experience
Trusted Accountants in London Providing Tailored Financial Solutions
Established in 1993, Caldwell Penn has built a reputation for delivering accountancy services rooted in technical excellence and long-term client relationships. Our team of chartered accountants, registered auditors, and tax specialists serves businesses across diverse sectors including professional services, technology, manufacturing, and hospitality. We combine traditional expertise with modern technology to provide tailored financial solutions, from statutory audits and tax planning to R&D tax relief and outsourced finance functions.Our approach prioritises proactive advice, clear communication, and a deep understanding of each client's unique needs. With offices in London, Guildford, and Farnham, we support businesses nationwide while maintaining a personal, hands-on service. Our commitment to innovation ensures clients benefit from both industry-leading practices and practical, forward-thinking strategies. By focusing on transparency and reliability, we aim to be more than accountants - acting as trusted partners in our clients' growth journeys.
Services
Accountancy
Tax Advisory
Audit & Assurance
R&D Tax Relief
Finance Function
Details
- Year established: 1993
Highlights and features
- We offer proactive accountancy services led by chartered professionals with sector-specific expertise.
- Our team delivers tailored R&D tax relief advice to support business innovation.
- We combine traditional accounting excellence with modern technology for efficient service delivery.
- Our nationwide presence ensures accessibility while maintaining localised client relationships.
- We provide transparent, jargon-free financial guidance aligned with business growth objectives.
Associations and certifications
- Chartered Accountants
- Registered Auditors
- Chartered Tax Advisers
What people say
Transparency and professionalism
Seamless audit experience
Proactive tailored approach
Valuable insights
Partners in growth
Services
Accountancy
Our accountancy services ensure accurate financial records and compliance with regulatory requirements. Led by Director of Client Finance Jamie Snell, we handle bookkeeping, year-end accounts, and tax planning tailored to business needs. Our proactive approach identifies opportunities for financial optimisation while maintaining strict compliance standards.
Audit & Assurance
Led by Audit Director Katie Halsall, our audit services provide independent verification of financial statements. We deliver clear insights beyond compliance, helping businesses strengthen financial governance and build stakeholder trust through transparent reporting practices.
Tax Advisory
Head of Tax Mark Martin leads our tax advisory team in navigating complex tax landscapes. We offer strategic planning, compliance support, and risk mitigation strategies to minimise liabilities while ensuring adherence to evolving tax regulations across multiple jurisdictions.
R&D Tax Relief
Corporate Tax Specialist Bradley Goddard heads our R&D tax relief service. We identify qualifying activities and maximise claims for innovative businesses, transforming research investments into valuable tax savings through expert HMRC-compliant submissions.
Finance Function
Our outsourced finance function provides scalable accounting solutions without recruitment risks. Experienced professionals deliver day-to-day financial management and strategic insights, offering flexible support tailored to business growth requirements and operational complexity.
People
Jamie Snell
Director of Client Finance
Jamie leads our client finance team with over 15 years of experience in accountancy services. He specialises in delivering tailored financial solutions to growing businesses, focusing on tax planning and compliance.
Katie Halsall
Director of Audit
Katie heads our audit practice, bringing extensive expertise in statutory audits and assurance services. She helps businesses strengthen financial governance through transparent reporting and compliance-focused insights.
Mark Martin
Founder & Head of Tax
As founder and tax director, Mark has shaped our tax advisory services since 1993. His strategic approach helps businesses navigate complex tax environments while minimising liabilities through compliant planning.
Bradley Goddard
Corporate Tax Specialist
Bradley leads our R&D tax relief initiatives, identifying innovation opportunities for clients. His technical expertise ensures maximum tax savings through HMRC-compliant submissions for research-intensive businesses.
Lawrence Evans
Managing Director
Lawrence oversees our strategic direction, ensuring client needs drive service delivery. With a focus on practical financial advice, he leads our team in providing growth-oriented solutions across multiple industries.
Questions
What accounting services do you offer?
We provide full accountancy services including bookkeeping, year-end accounts, tax planning, and financial reporting tailored to business needs.
Which industries do you specialise in?
While serving all sectors, we specialise in professional services, technology, manufacturing, and hospitality industries with dedicated expertise.
How do you approach client relationships?
We prioritise long-term relationships through proactive communication, tailored advice, and hands-on support aligned with business growth objectives.
What is your audit process?
Our audit process combines compliance verification with strategic insights, delivering clear reports that strengthen financial governance and stakeholder confidence.
Do you offer R&D tax relief support?
Yes, our specialists identify qualifying activities and maximise tax relief claims for innovative businesses through HMRC-compliant processes.
Can you handle outsourced finance functions?
Our outsourced finance service provides scalable accounting solutions without recruitment risks, offering expert support from daily operations to strategic planning.
