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Set up to be a jargon-free, one-stop shop for investments, retirement planning, wills, trusts, mortgages and estate services. The business expanded progressively, having out-grown the garage conversion and two rented offices. The client base spanned a vast area of Cumbria and, to keep up with demand, the practice opened two new offices, one in Workington and one in Penrith.
Whatever the size or structure of your business, whether you're a one-man band or a large corporate organisation, we are here to produce accurate accounts and assist you with the financial management of your business. At David Allen, we prepare year end accounts for sole traders, partnerships and limited companies, enabling you to meet your statutory and tax obligations and allowing you to concentrate on what you do best: running your businesses.
Value Added Tax (VAT) is one of the most complex and onerous tax regimes imposed on businesses and whether you are a one-man band or a large corporate organisation, our team can help you make registering and submitting VAT returns simple. Whether you are considering voluntary registration, are legally required to register for VAT, or just want to talk through your needs, we can discuss the best options for your business.
Accounting software packages provide valuable support in keeping track of your business' finances. Maintaining accounting records in this way allows you to easily obtain meaningful, up-to-date management information instead of relying on historical data, enabling you to make informed decisions to develop your business.
Reviews (19)
Lesley Sanderson
Jun 09, 2022
Dan Tarney
Jun 01, 2022
Eden country care have been using David Allen for accounts and I.T for over 20 years. All members of staff have been extremely helpful over the years with any issues we have had with I.T or the accounts side of things. We recently used there debt recovery service and once again they where excellent and efficient as always and resolved the issues we had very quickly. I couldn't recommend them enough.
Kay Stewart
May 23, 2022
Jane Crawford
Mar 09, 2022
Steed Tailors
Feb 17, 2022
We have been using David Allen Accountants for over 15 years and couldn't be happier with the service. In particular the help and advice on various matters for our unique business from Julie Osbourne, has been exemplary. Along with every interaction we have with the David Allen Team, such as Gloria, Ruth Charters and Michael McCaul. We can't reccomend their services enough.
Steed Tailors
Feb 10, 2022
We have been using David Allen Accountants for over 15 years and couldn't be happier with the service. In particular the help and advice on various matters for our unique business from Julie Osbourne, has been exemplary. Along with every interaction we have with the David Allen Team, such as Gloria, Ruth Charters and Michael McCaul. We can't reccomend their services enough.
Frazer Bell
Jan 25, 2022
Carol Milnes
Dec 23, 2021
Alison Welton Managing Partner at David Allen's has been my accountant for almost 12 yrs. Alison and the team are the upmost professionals, very responsive and always on at the end of the phone for any questions. During the pandemic Alison's passion and care for her clients shone through when I received calls to see if I was ok, helped in any way to look at any grants available or other support that she could offer this was truly appreciated and thoughtful.
I would never miss the opportunity to recommend or sing the praises of Alison, the team and reception staff at David Allen's including David himself! I wish this exemplary business continued success. Carol Milnes Director
I would never miss the opportunity to recommend or sing the praises of Alison, the team and reception staff at David Allen's including David himself! I wish this exemplary business continued success. Carol Milnes Director
Justin Ellis
Dec 20, 2021
Simon Conquest
Dec 10, 2021
Andrew Milby
Dec 02, 2021
I've used David Allen, Workington branch, for my accountancy for a few years now. Always dealt with Michael Fearon but he's recently left and put me onto Andrew Kilgour and he's also fantastic. Any questions or queries I have, they are sorted quickly and I always get the best advice. I have now been so see other members of the team about various different things I need and they have all been fantastic! I cannot recommend this company (Workington branch), highly enough!
Wayne Hunter
Feb 28, 2021
Best decisions we ever made was contacting David Allen financial services regarding our pensions. The advisors are Superb at explaining everything in easy to follow information, fully discussing all your choices that are designed a round you as an individual. Initially superb independent friendly straight talking no obligation advise. Followed by a. great service with regular on-going reviews to make sure that any product you choose continues to work in your best interests. Can't thank David Allen and his teams enough, Very well recommended by myself and other family members who are also using some of his meany financial services. 5
Carol Rickerby
May 29, 2019
I have been in the farming and commercial sector for over 25 years and known and dealt with David Allen personally for over 15 years and would never go any where else than to him and his team when referring clients, I know they have someone that takes time to understand the business and are in good hands and as they are my clients its so. important.
Yesterday i had a personal viewpoint not commercially for once of David Allens staff first hand, , manager at Dumfries branch came to discuss my boyfriends business. I was beyond impressed! She was not only professional and knowledgable about the sector, but more importantly I felt she was working for us in the business putting herself in his shoes.
I can personally say I would recommend to not only clients but friends, from a small business like ours where my other half does have boxes of receipts so long winded.we were treated the same as if we were a huge outfit, you could not get anyone more personable and knowledgeable Thank you not big enough.#impressed.
Yesterday i had a personal viewpoint not commercially for once of David Allens staff first hand, , manager at Dumfries branch came to discuss my boyfriends business. I was beyond impressed! She was not only professional and knowledgable about the sector, but more importantly I felt she was working for us in the business putting herself in his shoes.
I can personally say I would recommend to not only clients but friends, from a small business like ours where my other half does have boxes of receipts so long winded.we were treated the same as if we were a huge outfit, you could not get anyone more personable and knowledgeable Thank you not big enough.#impressed.
Deirdre Burnet
May 03, 2019
I retired from David Allen today and wanted to express my thanks to David, Alison Welton and the partners for their support during my time there. I thoroughly enjoyed working at David Allen - the atmosphere is great and the people very friendly. There is a real team spirit and a real desire to help people achieve their career dreams. Very best wishes for the future.
Hollie McKeown
Oct 03, 2018
This is my second review in relation to dealing with this farce of a company and the appalling service I received. I was threatened with legal action if I didn't take down my first review (obviously don't like bad ones), so wrote directly to the legal team outlining the considerations for my words (which was received as I got the out of office. reply).
They haven't bothered replying to me so clearly two businesses that have no respect for who they deal with. Obviously well suited to one another! The mortgage advisor was beyond useless, unable to do simple maths (if you ignore my advice check your figures), asking me to sign blank paperwork (naive of me I know) then endorsing it with whatever they want. Speaking with Manager who pays lip service and agrees you have been treated appallingly (I have a witness to the conversation) and then retracts all comments.
I unfortunately had to deal with several members of staff who were all clearly incapable of telling the truth. My advice would be AVOID! If you choose to ignore this do so at your own peril but RESEARCH!
They haven't bothered replying to me so clearly two businesses that have no respect for who they deal with. Obviously well suited to one another! The mortgage advisor was beyond useless, unable to do simple maths (if you ignore my advice check your figures), asking me to sign blank paperwork (naive of me I know) then endorsing it with whatever they want. Speaking with Manager who pays lip service and agrees you have been treated appallingly (I have a witness to the conversation) and then retracts all comments.
I unfortunately had to deal with several members of staff who were all clearly incapable of telling the truth. My advice would be AVOID! If you choose to ignore this do so at your own peril but RESEARCH!
Bex Nisbet
Aug 04, 2018
Fantastic team. Nothing is ever too much trouble and they go above and beyond for customers. They add that personal touch and their professional standard is 5*. You never feel rushed in appointments and everything is explained clearly, you are put at such ease that you can ask any questions and don't need to feel silly. Would highly recommend.
Bex Nisbet
Aug 04, 2018
Fantastic team. Nothing is ever too much trouble and they go above and beyond for customers. They add that personal touch and their professional standard is 5*. You never feel rushed in appointments and everything is explained clearly, you are put at such ease that you can ask any questions and don’t need to feel silly. Would highly recommend.
Mark Bowran
May 13, 2018
Just joined the Dumfries branch. David and Amy are both fantastic nothing is too much trouble, good value for money and they are very professional. Can not rate this company high enough. If your looking to change ur account then look no further than David Allen. Great knowledge of the agricultural sector.
Kate Wilson
Jun 25, 2013
I have just had a first meeting with Jane Clingan from David Allen, and the advice and support that she provided was fantastic. Having felt slightly overwhelmed about the financial side of setting up my own business, after receiving such good information and a manageable quote for accountant support I feel excited about next steps - a big thank you from me to Jane and David Allen!