Meet the team

Mark Martin FCA CTA

Managing Director

Mark co-founded Caldwell Penn in 1993, having spent his early career at Leach Bright (now BDO Stoy Hayward) and the London Stock Exchange Group Plc.

Specialising in tax, Mark has advised large multi-national companies, medium sized companies and start-ups on all aspects of tax and accounting. Mark also deals with the more complex personal tax returns and HMRC enquiries and also advises on the selection of the most appropriate legal structure for businesses.

Mark spends a good portion of his day in direct communication with clients helping with all aspects of their accounting and taxation needs.

Katie Halsall FCCA ACA

Director of Audit & Compliance

Katie joined Caldwell Penn in 2007 previously having worked at Taylor Cocks in Farnham. Katie was made a Director in January 2019 after successfully passing the ACA pathways examination.

Katie has experience of all aspects of audit and accounts with a focus on FCA regulated clients, clubs, group companies, solicitors and other specialist accounting areas. Katie is also in charge of training and was instrumental in achieving ACCA Platinum Employer and ACA Approved Employer status for the firm.

When she is not working, Katie spends her time with her husband and two daughters and also runs a Rainbow unit. In her spare time she enjoys socialising with friends and reading.

Lawrence Evans ACA

Director of Business Development

Lawrence is a qualified member of the Institute of Chartered Accountants and joined Caldwell Penn in 2012.

Lawrence has experience in proactively supporting a diverse portfolio of clients to increase profits, minimise liabilities, maximise wealth, reduce risk and drive business value. Lawrence seeks to utilise the latest technology to drive efficiencies, solve problems and help clients achieve their business and personal goals. 

Specialisms include: 

Cheryl Welch

Director of Operations

Cheryl joined Caldwell Penn in 2010, following a career break, having spent the first 17 years of her working life with Coutts Bank.

Responsible for the smooth running of Caldwell Penn, Cheryl manages all operational aspects of the firm.

Jamie Snell ACA

Client Strategic Director

Jamie joined Caldwell Penn in October 2015 having spent a number of years at a previous accountancy practice. During this period he gained experience in the bookkeeping, accounts and advisory services for small and medium sized businesses.

Since joining Caldwell Penn, he has been studying hard for his accountancy qualifications and became a qualified accountant in December 2019.

Jamie works closely with clients to offer proactive business, accounting and taxation advice. This advice and experience assists clients to develop and grow their businesses to ensure the directors and shareholders achieve their goals and targets. In addition to this role, Jamie also manages the audit team and works under Katie to ensure the smooth completion of the firm’s audit engagements.

Outside of work, Jamie enjoys watching sports and socialising with friends.

Claire James ATT

Personal Tax Specialist

Claire is the longest standing member of the team having been with Caldwell Penn for longer than she cares to admit! She spent the early part of her career with BDO Stoy Hayward.

Specialising in personal tax, Claire manages the firm’s personal tax portfolio and has expertise in all areas of taxation.

Rebecca Moore

Payroll & Company Secretarial Specialist

With nearly 15 years’ experience of running payroll, Rebecca joined Caldwell Penn in 2013.

Rebecca manages the firm’s payroll and is responsible for ensuring all clients are prepared for the challenges of the introduction of Work Place Pensions / auto enrolment over the coming years. Rebecca also is in charge of the firm’s company secretarial duties including the filing of Annual Returns with Companies House and the maintenance of company registers.

Bradley Goddard

Corporate Tax Specialist

Bradley joined the firm in September 2015 following the completion of his A levels. He has since completed the Association of Accounting Technician (AAT) and the Association of Taxation Technicians (ATT) qualifications and currently working towards the Chartered Tax Adviser (CTA) qualification to further develop his tax knowledge.

He is a key member of the Tax Team and is responsible for the running of the firm’s corporation tax portfolio, ensuring client’s tax deadlines are met, preparing corporation tax returns and computations, as well as more detailed projects like ATED, R&D and Certificates of UK Residence. Bradley also provides support to the personal tax team during the busy tax season.

Karen Coult ACA

Year End Accounts Manager

Karen started at Caldwell Penn in March 2014 and has completed her ACA exams as part of the firms training program.

Karen is responsible for the preparation and filing of the annual financial statements for the firms clients.

Outside of work, Karen enjoys travelling, socialising and helping out with local gymnastics clubs.

Caitlyn Prew ACCA

Client Finance Manager

Caitlyn joined Caldwell Penn in February 2016 and is a qualified member of the ACCA.  Working alongside the Client Finance Assistants, she ensures weekly-to-monthly tasks are being accomplished.

Caitlyn also takes a stronger role in client relations, advising on ways to minimise expenditure, maximise profits and oversee complex financial and accounting processes to ensure the future success and growth of your company.

Kieran Buller

Client Finance Manager

Kieran is a qualified member of the Institute of Chartered Accountants England & Wales (ICAEW) and joined Caldwell Penn in 2016 after graduating from Bournemouth University with a BA (Hons) Business with Finance degree.  Working alongside the Client Finance Assistants, he ensures weekly-to-monthly tasks are being accomplished.

Kieran also takes a stronger role in client relations, advising on ways to minimise expenditure, maximise profits and oversee complex financial and accounting processes to ensure the future success and growth of your company.

Luke Noble

Client Finance Manager

Luke joined the firm in April 2015, is AAT qualified and is currently studying for the ACCA qualification. Working alongside the Client Finance Assistants, he ensures weekly-to-monthly tasks are being accomplished.

Luke also takes a stronger role in client relations, advising on ways to minimise expenditure, maximise profits and oversee complex financial and accounting processes to ensure the future success and growth of your company.

Millie Buckingham

Client Finance Assistant

Millie joined Caldwell Penn in July 2018 and is currently studying towards her ACCA qualification. She plays a key role in maintaining your financial operations and keeping your records up-to-date.

Millie is responsible for the day-to-day tasks, which includes data collection and entry across our range of services. As one of your main points of contact, she will be able to help answer any day-to-day questions you may have.

Outside of work, Millie enjoys spending time at gym, walking her dog and socialising with friends and family.

Samuel Macco

Client Finance Assistant

Sam joined Caldwell Penn in August 2018 having graduated from the University of Brighton with a degree (BSc Hons) in Accounting and Finance and is currently studying towards his ACCA qualification. He plays a key role in maintaining your financial operations and keeping your records up-to-date.

Sam is responsible for the day-to-day tasks, which includes data collection and entry across our range of services. As one of your main points of contact, he will be able to help answer any day-to-day questions you may have.

Outside of work, Sam plays 5 a side football during the week and enjoys socialising with friends and family at the weekend.

Georgia Ludlow

Client Finance Assistant

Georgia joined Caldwell Penn in September 2019 and is currently studying towards her AAT qualification. She plays a key role in maintaining your financial operations and keeping your records up-to-date.

Georgia is responsible for the day-to-day tasks, which includes data collection and entry across our range of services. As one of your main points of contact, she will be able to help answer any day-to-day questions you may have.

Outside of work, Georgia has a keen interest in horse riding.

Scott Arnott

Client Finance Assistant

Scott joined Caldwell Penn in November 2017 after graduating from the University of Bournemouth with a degree in Accounting and Taxation. He works in the tax team with his main focus assisting the payroll and tax managers.

Outside of work he enjoys playing football and spending time with friends and family.

Jamie Cleaver

Client Finance Assistant

Jamie joined Caldwell Penn in July 2019 and is currently studying towards his AAT qualification. He plays a key role in maintaining your financial operations and keeping your records up-to-date.

Jamie is responsible for the day-to-day tasks, which includes data collection and entry across our range of services. As one of your main points of contact, he will be able to help answer any day-to-day questions you may have.

Outside of work, Jamie regularly attends Chelsea F.C. football matches and has a keen interest in photography.

Geoff Allen ACCA

Business Operations Manager

Geoff joined the firm in December 2014 to manage the internal finances and accounts of Caldwell Penn. Since joining, he has successfully completed all of the relevant exams and requirements to achieve his ACCA qualification.

Responsible for a mixture of Finance together with Operations & Facilities, Geoff is constantly working to improve functionality and efficiency within the business through various means including practice reporting. He is also the in-house IT liaison as a naturally suited role resulting from his experience with technology.

Alice Anderson

Business Operations

Alice joined Caldwell Penn in March 2017 as an Office Administrator as part of the Business Operations Team. She has over 10 years of experience in Administrative Support in a range of industries, most recently working in new build housing.

Alice has a keen interest in accountancy and is currently studying ACCA. She hopes to gain experience in an accounts environment whilst providing assistance to other team members.

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COPYRIGHT © 2021 CALDWELL PENN LIMITED   |   Company Reg Number: 03872209   |   ICAEW - Institute of Chartered Accountants in England and Wales: C005061064

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