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GUILDFORD: 01483 898400

FARNHAM: 01252 856977

LONDON: 07800 843792

Meet The Team

  • All
  • Directors & Responsible Individuals
  • Client Relationship Managers
  • Audit & Accounts
  • Outsourcing Solutions
  • Tax
  • Business Operations

Directors & Responsible Individuals

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 BSc (Hons) FCCAHead of Audit & Compliance

Katie Halsall BSc (Hons) FCCAHead of Audit & Compliance

Katie joined Caldwell Penn in 2007 previously having worked at Taylor Cocks in Farnham.

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.

Client Relationship Managers

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.

Ellie Wellfare ACCAClient Relationship Manager

Ellie Wellfare ACCAClient Relationship Manager

Ellie joined Caldwell Penn in November 2016 after spending several years at international top 5 firm BDO LLP and previous to this, smaller local practices, during which time she gained broad experience in the accounts and advisory services for owner managed businesses.

She enjoys getting to know her clients and the challenges they face in order for her to assist and be part of her clients’ business growth and development. Ellie takes a keen interest in the clients she deals with to establish what it is they want to achieve, whether it be short or long-term goals. Part of her current role is to advise on the future of the businesses and the related financials rather than the traditional accountant’s role of preparing historical financial statements. Ellie’s experience with owner managed businesses means she is able to understand and advise on business strategies which will benefit both the company and the shareholders based on their individual needs and objectives.

Ellie is a qualified Chartered Certified Accountant and has over 10 years’ experience working in practice accountancy.

Outside of work, Ellie enjoys travelling and socialising with friends.

Sarah Martin ACCAClient Relationship Manager

Sarah Martin ACCAClient Relationship Manager

Sarah is a qualified Chartered Certified Accountant with over ten years’ experience working in practice.

Sarah takes great care in understanding her client’s businesses and the goals her clients want to achieve. She offers proactive business, accounting and taxation advice and specialises in owner-managed businesses.

Sarah joined Caldwell Penn in November 2016 after spending three years at national firm Haines Watts and prior to this local firm Roffe Swayne.

Outside of work Sarah enjoys spending time with her young family. She also enjoys art, especially sketching and painting.

Audit & Accounts

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.

Luke NobleAudit & Accounts Senior

Luke NobleAudit & Accounts 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.

Suzie MiersAudit & Accounts Semi-Senior

Suzie MiersAudit & Accounts Semi-Senior

Suzie Joined Caldwell Penn as a semi senior in April 2017.

She has spent 18 months in practice, working for a UK top 20 firm prior to her move. Suzie is a student of the ICAEW, based in the Farnham office, she is primarily involved with accounts preparation as well as audit.

Suzie gained a degree in Economics (BSc) from the University of Leeds before pursuing a career in accountancy.

Outside of work, Suzie enjoys playing Netball, running and travelling.

Kieran BullerAudit & Accounts Semi-Senior

Kieran BullerAudit & Accounts Semi-Senior

Kieran joined Caldwell Penn in December 2016 having graduated from Bournemouth University with a degree (BA (Hons)) in Business Studies with Finance.

He is on the firm’s training programme and is busy working towards achieving the ACA qualifications.

Outside of work, Kieran plays football and golf and is also a keen cyclist with an interest in refurbishing and building old bicycles.

Outsourcing Solutions

Andrea Ong ACCAHead of Management Accounting and Digital Reporting

Andrea Ong ACCAHead of Management Accounting and Digital Reporting

Andrea is a qualified Chartered Certified Accountant 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 her team is responsible for VAT registrations, VAT returns, bookkeeping, preparation of management accounts and forecasting. She knows Sage and Xero inside out and provides training and support for those clients who wish to be in control of their own bookkeeping.

Karen CoultOutsourcing Solutions Manager

Karen CoultOutsourcing Solutions Manager

Karen joined the firm in March 2014 and has quickly become an integral member of the outsourcing team. She is on the firm’s training programme, is AAT qualified and is working towards the ACA qualification.

Working in the firm’s outsourcing team, Karen is responsible for the provision of Management Accounts for clients and oversees the bookkeeping and VAT processes.

Caitlyn PrewOutsourcing Solutions Senior

Caitlyn PrewOutsourcing Solutions Senior

Caitlyn joined the firm in February 2016 having previously worked for a number of other companies as a bookkeeper and credit controller.

Working in the firm’s outsourcing team, Caitlyn is responsible for bookkeeping and for the preparation and filing of VAT returns.

Jamie UnglessOutsourcing Solutions Semi-Senior

Jamie UnglessOutsourcing Solutions Semi-Senior

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

Working in the firm’s outsourcing team, Jamie is responsible for bookkeeping and for the preparation and filing of VAT returns.

Daniel YuenOutsourcing Solutions Junior

Daniel YuenOutsourcing Solutions Junior

Dan joined the firm in January 2017 to become a member of the outsourcing team. He is on the firm’s training programme and is busy working towards achieving the Association of Accounting Technician qualifications.

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

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.

Sammy Tod ATTTax Manager

Sammy Tod ATTTax Manager

Sammy was introduced to a career in tax with Roffe Swayne and obtained her ATT qualification in 1997 with Baker Tilly. She joined Caldwell Penn in 2011 and has helped to develop the broad spectrum of corporate tax services now provided to support our growing corporate client base.

Sammy has experience in all aspects of Business Tax relating to owner managed businesses and Limited Companies, including extensive knowledge of all compliance matters, group taxation, R & D claims, certificates of UK residence for companies and annual tax on enveloped dwellings.

Sammy has three children, is the Treasurer for her local scout group and actively participates in all of the activities that her children undertake. Her favourite pastimes include relaxing with a good book or enjoying a hike around the Surrey countryside.

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 Assistant

Bradley GoddardTax Assistant

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.

Business Operations

Geoff AllenBusiness Operations Manager

Geoff AllenBusiness Operations Manager

Geoff joined the firm in December 2015 to manage the internal finances and accounts of Caldwell Penn. Prior to this, he spent 6 years working for a facilities maintenance company in Farnborough as part of the accounts team.

Focusing primarily on our internal processes, Geoff is working to constantly improve functionality and efficiency within the business through various means including practice reporting. He also deals with aspects of fee proposals and credit control.

Hannah Etherington Business Operations Senior

Hannah Etherington 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. She is currently studying for the AAT qualification.

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.