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GUILDFORD: 01483 898400

FARNHAM: 01252 856977

LONDON: 0207 846 0084

Meet The Team

  • All
  • Directors
  • Client Relationship Manager
  • Accounts
  • Tax
  • Business Operations

Directors

Mark Martin FCA CTAManaging Director

Mark Martin FCA CTAManaging 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.

Cheryl WelchDirector of Operations

Cheryl WelchDirector 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.

Katie Halsall FCCA ACADirector of Audit & Compliance

Katie Halsall FCCA ACADirector 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.

Client Relationship Manager

Lawrence Evans ACAClient Relationship Manager

Lawrence Evans ACAClient Relationship Manager

Lawrence graduated in 2010 from the University of Reading with a degree in History. After two years working in sales, Lawrence found an interest in Accountancy. Lawrence joined Caldwell Penn in May 2012 and has recently qualified as a Chartered Accountant.

Lawrence 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.

Accounts

Andrea Ong FCCAHead of VAT and Digital Reporting

Andrea Ong FCCAHead of VAT and Digital Reporting

Andrea is a Fellow of the Association of Chartered Certified Accountants (ACCA) who joined Caldwell Penn in 2011 having previously worked at two smaller accountancy practices.

Andrea is the firm’s expert in all things VAT related and overseas the team responsible for VAT registrations, VAT returns, bookkeeping, preparation of management accounts and forecasting.

She knows Xero inside out and provides training and support to assist clients in getting the most out of the software available through optimising processes and integration of compatible applications.

Outside of work Andrea collects unicorns and loves to keep active by running and swimming.

Jamie SnellHead of Accounts / Audit Manager

Jamie SnellHead of Accounts / Audit Manager

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.

He is AAT qualified and is currently studying towards the ACA qualification within the firm.

Heading up the accounts team, Jamie is responsible for overseeing the preparation and filing of the annual financial statements for the firm’s business clients. 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.

Caitlyn PrewVAT and Bookkeeping Manager

Caitlyn PrewVAT and Bookkeeping Manager

Caitlyn joined Caldwell Penn in February 2016 and currently works within the Accounts Team managing the preparation and filing of VAT returns, providing clients with bookkeeping training and ongoing bookkeeping support.

She is on the firm’s training programme and is currently working towards achieving the ACCA qualification.

Outside of work, Caitlyn enjoys going on holiday, eating out and socialising with friends.

Karen CoultAccounts Senior

Karen CoultAccounts Senior

Karen started at Caldwell Penn in March 2014 and is currently studying for the final ACA exam.

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.

Luke NobleAccounts Senior

Luke NobleAccounts Senior

Luke joined the firm in April 2015, is AAT qualified and is currently studying for the ACCA qualification.

Working in the firm’s audit and accounts team, Luke is responsible for the preparation and filing of the annual financial statements for the firm’s business clients, audits and the delivery of the firm’s management reporting services.

Kieran BullerAccounts Semi-Senior

Kieran BullerAccounts Semi-Senior

Kieran joined Caldwell Penn in December 2016 having graduated from Bournemouth University with a degree in Business Studies with Finance (BA(Hons)). He is on the firm’s training programme and currently studying towards the ICAEW Chartered Accountant qualification.

As a key member of the Accounts Team his main duties include preparing statutory accounts and undertaking audit work, as well as completing bookkeeping as required.

Outside of work he enjoys playing golf and socialising with friends.

Jamie UnglessAccounts Semi-Senior

Jamie UnglessAccounts Semi-Senior

Jamie joined the firm in June 2015 following the completion of her ‘A’ levels. She is on the firm’s training programme, is AAT qualified and is working towards the ACA qualification.

Working in the firm’s Accounts Team, Jamie is responsible for onsite bookkeeping and preparation of year end accounts.

Outside of work, Jamie enjoys reading and socialising with friends.

Bryony ArchdeaconAccounts Semi-Senior

Bryony ArchdeaconAccounts Semi-Senior

Bryony joined Caldwell Penn in February 2019, having previously completed her AAT apprenticeship at BDO. She works in the Accounts Team where her main focus is audit and preparation of year end accounts as well as completing some bookkeeping.

Outside of work, Bryony enjoys running, spending time with friends and visiting her family back in Cheshire.

Daniel YuenAccounts Assistant

Daniel YuenAccounts Assistant

Dan joined the firm in January 2017. He is on the firm’s training programme and is busy working towards achieving level 4 of the Association of Accounting Technician qualifications.

Working in the firm’s Accounts team, Dan is responsible for accounts preparation, bookkeeping and the preparation and filing of VAT returns.

Outside of work, Dan enjoys boxing and attending music events with his friends.

Millie BuckinghamAccounts Assistant

Millie BuckinghamAccounts Assistant

Millie joined Caldwell Penn in July 2018 after working within the bookkeeping team of a small facilities management firm and completing the AAT Foundation Certificate in Accounting in her own time.

She is on the firm’s training programme and is currently working towards completing level 4 of the Association of Accounting Technician qualifications.

Millie is responsible for bookkeeping and preparing VAT Returns and providing monthly bookkeeping support for multiple clients.

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

Samuel MaccoAccounts Assistant

Samuel MaccoAccounts Assistant

Sam joined Caldwell Penn in August 2018 having graduated from the University of Brighton with a degree (BSc Hons) in Accounting and Finance.

He is on the firms training programme working towards achieving the ACCA qualifications.

Sam is responsible for preparing VAT returns, providing bookkeeping support to clients and assisting with audits.

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

Tax

Claire James ATTTax Manager

Claire James ATTTax Manager

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 MoorePayroll Manager & Company Secretarial Manager

Rebecca MoorePayroll Manager & Company Secretarial Manager

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 GoddardTax Semi-Senior

Bradley GoddardTax Semi-Senior

Bradley joined the firm in September 2015 following the completion of his A levels to become a member of the tax team and provide much needed support to the busy tax managers.

He is currently completing the Association of Accounting Technician (AAT) qualification and intends to progress to the Association of Taxation Technicians (ATT) to further develop his studies.

Scott ArnottPayroll & Tax Assistant

Scott ArnottPayroll & Tax 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.

Business Operations

Geoff Allen ACCABusiness Operations Manager

Geoff Allen ACCABusiness 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.

Hannah Dale Business Operations Senior

Hannah Dale Business Operations Senior

Hannah joined the firm as an office administrator in February 2014 and has quickly become an integral part of the support team.

Based at the office in Bramley Hannah is the firm’s receptionist and is also responsible for all administrative functions including accounts payable, accounts receivable, billing, database management, new client set up, in and outbound post and filing.

Alice AndersonBusiness Operations

Alice AndersonBusiness 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.