We pride ourselves on delivering the attentive, proactive service you deserve – because you’ve settled for less for too long.
Our Accountancy service keeps finances accurate, compliant, and aligned with your goals. Led by Jamie Snell, Director of Client Finance, we offer personalised support from tax planning to year-end accounts.
Our Audit & Assurance service goes beyond compliance, offering insights to support your growth. Led by Director of Audit Katie Halsall, we deliver clear, reliable audits that build trust and provide financial clarity.
Our Tax Advisory service helps you navigate a changing tax landscape. Led by founder and Director of Tax, Mark Martin, we offer tailored advice on planning, compliance, and minimising liabilities.
Our R&D service helps you unlock valuable tax relief for innovation. Led by Corporate Tax Specialist Bradley Goddard, we identify qualifying activities and maximise your claim with expert support.
Our expertise spans a wide range of industries, with 60% of our client base concentrated in the following core sectors:
Consultants, agencies, engineers, and other specialised firms providing expert professional services.
SaaS companies, crypto businesses, software development firms, and tech start-ups.
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.
“At Caldwell Penn, we know that strong relationships are just as important as technical expertise. Our goal is to truly understand your business and offer practical, tailored advice that helps you move forward with confidence. Whether you’re planning for growth or navigating financial complexities, we’re here to make the process simpler and more effective.
With a hands-on approach and a team that genuinely cares, we work alongside you to streamline your finances and support your business goals.”
Lawrence Evans, Managing Director
“When I founded Caldwell Penn in 1993, my vision was simple: to provide more than just accounting services – we wanted to help businesses grow and individuals succeed. From those early days, we’ve focused on building lasting relationships and delivering personalised, proactive advice.
Over the years, we’ve grown from a small team into a group of specialists offering a full range of financial services. Our commitment to staying ahead of the curve and adapting to our clients’ needs has been key to that growth. It’s been an incredible journey, and I’m excited about what’s still to come.”
Mark Martin, Founder & Head of Tax
