Audit & Assurance for growing UK businesses

Independent statutory audits and tailored assurance for companies that need clarity, credibility, and compliance – without the jargon.

Straightforward & hassle-free

Identify growth opportunities

Tailored approach

Experienced auditors

Service lead

Katie Halsall

Director of Audit & Assurance

Clear, timely audits that add value

Let’s make this easier.

You want confidence, credibility, and no surprises

You need reassurance that your financial records are accurate and reliable. That your audit adds value – not stress. And that your team isn’t bogged down by back-and-forth or unclear requests.

Right now, you might be:

  • Close to or above the statutory audit threshold and unsure what’s required

  • A UK subsidiary of a global group needing a reliable local audit team

  • Preparing for investment or acquisition and want to demonstrate strong internal controls

  • Just looking for a better audit experience


That’s where we come in.

Caldwell Penn’s Audit & Assurance service combines clarity, structure, and real commercial insight. Whether you need a statutory audit or an assurance review, we deliver efficiently – while giving you insights that go beyond compliance.

“We make audits stress-free and straightforward - no jargon, no headaches, just clear insights.”
Katie Halsall
Director of Audit & Assurance

Tailored audits, delivered clearly

A clear, efficient audit process with no jargon or unnecessary hassle.

Here’s what’s typically included:

  • A named Audit Lead as your single point of contact
  • Planning meeting and risk assessment
  • Focused fieldwork based on your business and risk profile
  • Coordination with your internal team and group auditors if needed
  • Review of disclosures, controls, and key reporting matters
  • Delivery of your audit or assurance report with clear commentary
  • Insights to support your governance and strategic decisions

A process that works around your team

We adapt to your needs while keeping timelines and communication crystal clear

We agree the scope and timeline up front – typically 6-8 weeks from planning to final report. You stay in control throughout.

  • One point of contact from start to finish
  • Planning that works around your team’s availability
  • Regular check-ins and status updates
  • Efficient, focused fieldwork
  • No surprises in fees or findings
"We dig into the numbers so you don’t have to - giving you confidence in your financials without the hassle."
Georgia Ludlow
Audit Specialist
"A good audit isn’t just about compliance - it’s about clarity, confidence, and making better business decisions."
Mark Martin
Partner and Director of Tax

Our promise

We promise to respond to every enquiry within one business day, providing a clear timeframe for the anticipated resolution.

We don’t just tick boxes. We help you move forward with confidence.

  • Regulated, experienced team (ICAEW registered)

  • Commercial thinking alongside technical rigour

  • Clear communication at every step

  • Built to reduce hassle and highlight opportunities

Let’s make this easier

Book a free Discovery Session and find out whether you need an audit – or how we can improve your current process.

Members of our Audit team

Katie Halsall

Director of Audit & Assurance

Georgia Ludlow

Audit Specialist

Tom Dobson

Audit Assistant

Lucy Alexander

Audit Assistant

Frequently asked questions

If your company exceeds the audit thresholds, then yes. We’ll help confirm your position.

UK subsidiaries of international groups often require audits – even if small. We support local audits and group reporting requirements.

Yes – many companies opt in voluntarily for credibility, stakeholder assurance, or peace of mind.

Audits provide full assurance and a formal opinion. Assurance reviews provide limited assurance – useful when a full audit isn’t needed.

We’ll flag it early, explain the issue clearly, and help you fix it. No surprises.

Our core sectors

Our expertise spans a wide range of industries, with 60% of our client base concentrated in the following core sectors:

Professional Services

Consultants, agencies, engineers, and other specialised firms providing expert professional services.

Technology & Innovation

SaaS companies, crypto businesses, software development firms, and tech start-ups.

Manufacturing & Logistics

Manufacturers, supply chain operators, warehousing businesses, and logistics providers.

While we specialise in these areas, our diverse client portfolio includes businesses across various industries, from retail to construction and manufacturing to hospitality.

No matter your sector, we’re equipped to support your growth and success.

Trusted by businesses like yours

"Caldwell Penn's transparency, professionalism, attention to detail, and friendliness distinguish them from all other firms we have previously engaged. They have exceeded our expectations by additionally offering R&D advice, which has significantly benefited our operations."
Allaero Limited
"While it’s hard to get excited about an audit, Caldwell Penn made the experience as seamless as possible. Communication was clear and effective, and the management letter provided valuable insights for our business. We highly recommend their services to any business in need of a thorough and efficient audit."
UK Lanyard Makers Ltd
"Caldwell Penn handle everything for us with a proactive, tailored approach. Their dedicated team understands our goals, ensuring we never miss tax-saving opportunities. They’re more than accountants, they’re partners in our growth."
Syon Creative Ltd
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