Business Details
29 Years
experience
Trusted Chartered Accountants in Carlisle
David Allen has evolved from humble beginnings in a garage conversion to a thriving firm with over 140 dedicated staff across five offices. Our growth has been driven by word-of-mouth recommendations and consistently positive client feedback. We pride ourselves on a straightforward, no-nonsense approach that clients appreciate. Our diverse service portfolio spans financial services, IT solutions, accountancy, and debt recovery, offering integrated support tailored to individual and business needs.With offices strategically located in Cumbria and southern Scotland, we combine local expertise with comprehensive professional services. Our team's commitment to continuous development ensures clients receive up-to-date expertise and proactive advice. We maintain a client-centric focus, prioritising clear communication and practical solutions that address real-world challenges across multiple sectors.
Services
Accountancy Services
Tax Planning
Financial Advisory
IT Support
Agricultural Accounting
Details
- Year established: 1997
Highlights and features
- 140+ staff with sector-specific expertise across multiple disciplines
- Integrated service approach combining accountancy, IT and financial planning
- FCA-authorised financial services provider
- Specialist agricultural accounting team with farming industry knowledge
- Award-winning IT solutions division with Microsoft partnerships
Associations and certifications
- Financial Conduct Authority
What people say
High level of service
Proactive advice
Sector knowledge
Stress-free solutions
Award-winning support
Services
Accountancy Services
We provide comprehensive accountancy services including financial reporting, audit support, and business advisory. Our chartered accountants deliver tailored solutions for businesses of all sizes, ensuring compliance while optimising financial performance. With specialist agricultural accounting expertise, we address sector-specific challenges while maintaining rigorous standards across all client engagements.
Tax Planning
Our tax specialists offer strategic planning and compliance services covering personal and business taxation. We help clients navigate complex tax frameworks including inheritance tax, capital gains tax, and research & development reliefs. The team maintains up-to-date knowledge of legislative changes to ensure optimal tax efficiency for both individuals and corporate entities.
IT Solutions
David Allen IT Solutions delivers managed technology services including cloud migration, cybersecurity, and infrastructure management. As Microsoft partners, we provide business phone systems, data protection, and IT consultancy. Our Cumbria-based team supports organisations nationwide with scalable technology solutions that enhance operational efficiency and digital resilience.
Agricultural Accounting
Specialist accounting services for agricultural businesses include succession planning, grant applications, and cashflow management. Our team combines accounting expertise with practical farming knowledge to address sector-specific challenges. We offer farm secretarial services and tax planning tailored to rural enterprises' unique requirements.
Debt Recovery
Our dedicated recovery solutions team provides debt collection services across the UK. We implement tailored strategies for invoice recovery while maintaining professional standards. The service includes credit control processes and legal compliance support, helping businesses protect cashflow without compromising client relationships.
People
Michael Peile
Agricultural Partner
With 20 years at David Allen, Michael combines farming expertise with accountancy skills. He specialises in agricultural tax planning and succession strategies, helping rural businesses optimise financial performance while addressing sector-specific challenges through practical, tailored solutions.
Gary Martin
IT Account Manager
As lead IT consultant with 30 years' experience, Gary heads technology project management and infrastructure assessments. He specialises in business continuity solutions and Microsoft ecosystem integration, delivering technology strategies that align with clients' operational requirements and growth objectives.
David Arnold
IT Director
IT Director responsible for strategic technology solutions and cybersecurity frameworks. With extensive Microsoft partnership experience, David leads the award-winning IT team in delivering cloud migration, network security, and managed services that enhance business productivity and digital resilience.
Lucy Metcalf
Financial Adviser
Ten-year veteran financial consultant specialising in mortgage advice and protection planning. Lucy provides personalised wealth management solutions, combining technical expertise with client-focused service to help individuals and businesses achieve long-term financial security.
Steve Balmer
Senior Accountant
Chartered accountant with 10 years' service, specialising in corporate tax compliance and business advisory. Steve delivers strategic financial guidance to SMEs, focusing on tax efficiency and sustainable growth strategies while maintaining strong client relationships.
Questions
What accounting services do you offer?
We provide full accounting services including financial reporting, audit support, tax compliance, and business advisory. Our specialists handle agricultural accounting, corporate tax planning, and R&D tax credits for businesses of all sizes.
How do your IT solutions benefit businesses?
Our Microsoft-certified team offers managed IT services, cybersecurity, cloud migration, and business continuity planning. We tailor technology solutions to improve operational efficiency and protect digital assets through proactive monitoring and support.
What makes your agricultural accounting different?
Our agri-team combines chartered accountancy with practical farming experience. We offer sector-specific expertise in succession planning, grant applications, and rural business taxation, providing tailored financial strategies that understand agricultural challenges.
Are you regulated financial advisers?
Yes, David Allen Financial Services is authorised and regulated by the Financial Conduct Authority (FCA). Our advisers provide independent financial planning covering mortgages, pensions, and protection insurance solutions.
How does your debt recovery process work?
We use tailored credit control strategies and legal compliance frameworks to recover outstanding debts. Our approach balances professional assertiveness with relationship preservation, offering both preventative and reactive debt management solutions.
What IT accreditations do you hold?
We maintain Microsoft Gold Partner status and Cyber Essentials certification. Our team holds specialist accreditations in cloud solutions, network security, and infrastructure management, ensuring technical excellence across all IT services.
Reviews (6)
Frazer Bell
Jan 25, 2022
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David Allen doesn't pay staff wages. His animal husbandry is shocking. And is a bit of a sleaze to top it off. Avoid, there's plenty of honest trust worthy accountants, he's not one.
Usman Adamu
Dec 23, 2021
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I have never believe in bitcoin since I was scammed on April 10th so I stayed away from it because losing money is heart breaking, until I was recommended to Mrs Caroline Jones by a close friend for her good job, she helped me managed my account and I was able to make a good withdrawal after a week of trading right now I have made so much money on crypto currency it has change my life for good inbox her now for your help contact Via: WhatsApp number: +1 (716) 670-1350 Email:CarolineJonesfx@gmail.com
Justin Ellis
Dec 17, 2021
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Positive:Professionalism,Quality,Responsiveness
Brilliant service from all the staff from start to finish, very welcoming and always on hand would highly recommend, 5 star all round
Brilliant service from all the staff from start to finish, very welcoming and always on hand would highly recommend, 5 star all round
Carol Milnes
Dec 05, 2021
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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
Andrew Milby
Dec 02, 2021
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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!
Morayo Omolara
Oct 30, 2021
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I traded with $500 in my wallet after seeing so many testimonies and recommendation here on Facebook and YouTube about Mrs Donald Maureen after mining and trading in my account. I opened my wallet and got a profit of $6000 in 7 working days made my withdrawal successfully Mrs Donald Maureen has changed many life's including mine am grateful ma you… are a truly a woman with a heart of a raw gold. I want to thank you for your help and love you showed me when I was very poor, now you have made my life so beautiful you're the best manager I can recommend everyone to work with, thank you Mrs
