Business Details
28 Years
experience
Trusted Accountants in Carlisle | David Allen
Established in 1998, David Allen has grown from a small garage operation to a respected firm with over 140 dedicated staff across five offices in Cumbria and southern Scotland. Our team combines deep industry expertise with a client-centric approach, offering tailored solutions in accountancy, tax planning, financial services, and IT support. We prioritise proactive advice and technical excellence, ensuring compliance while minimising tax liabilities for individuals and businesses. Our commitment to continuous professional development ensures our staff deliver up-to-date expertise, reflected in long-standing client relationships and industry recognition.With specialist divisions in agricultural accounting, debt recovery, and IT solutions, we provide holistic services designed to drive efficiency and growth. Our accreditations, including Cyber Essentials Plus and Financial Conduct Authority regulation, underscore our dedication to security and professionalism. Client testimonials highlight our straightforward communication, reliability, and ability to simplify complex financial matters, making us a trusted partner for businesses and individuals seeking expert guidance.
Services
Accountancy
Tax Planning
Financial Services
IT Solutions
Agricultural Accounting
Details
- Year established: 1998
Highlights and features
- Over 140 dedicated staff with expertise in accountancy and tax
- Specialist agricultural accounting services tailored to rural businesses
- Award-winning IT solutions with Microsoft Gold Partner status
- Proven debt recovery team with nationwide success
- Cyber Essentials certified for robust IT security compliance
Associations and certifications
- Financial Conduct Authority
- Cyber Essentials Plus
What people say
Highly recommended
Excellent service
Proactive advice
Stress-free solutions
Award-winning support
Services
Accountancy
Comprehensive accountancy services for businesses and individuals, including bookkeeping, audits, and financial statements. Our chartered accountants provide tailored advice to ensure compliance and optimise financial performance. With sector-specific expertise, particularly in agriculture, we help clients maintain accurate records and make informed business decisions.
Tax Planning
Specialist tax planning and advisory services to minimise liabilities while ensuring compliance. We handle personal and business tax returns, inheritance tax, capital gains tax, and R&D tax relief. Our team stays updated on legislative changes to provide strategic advice for individuals, farmers, and corporate clients across Cumbria and southern Scotland.
IT Solutions
Award-winning IT support and infrastructure management for businesses of all sizes. Services include cloud solutions, cybersecurity, hardware/software procurement, and disaster recovery. As Microsoft Gold Partners, we deliver tailored IT strategies to enhance productivity, with offices in Carlisle, Dumfries, and Penrith supporting clients across northern England.
Agricultural Accounting
Dedicated accounting services for agricultural businesses, including budgeting, succession planning, and grant applications. Our team combines farming expertise with financial knowledge to help rural enterprises manage cashflow, tax compliance, and business growth, offering on-farm secretarial support and specialist advice across the UK.
Debt Recovery
Nationwide debt recovery solutions for businesses and individuals, with tailored strategies to reclaim outstanding payments. Our specialists handle credit control, legal enforcement, and negotiation, supported by a proven track record in resolving commercial debts. Services are available across England, Wales, Northern Ireland, and Scotland with transparent fee structures.
People
Michael Peile
Agricultural Partner
With decades of experience in agricultural accounting, Michael provides specialist advice to farming businesses. His expertise in succession planning and rural finance has earned industry recognition, including a 20-year service award at David Allen.
Gary Martin
IT Account Manager
Leading IT support services with 30 years' experience in technology solutions. Gary manages client infrastructure and disaster recovery systems, holding Microsoft certifications and instrumental in achieving Cyber Essentials Plus accreditation.
David Arnold
IT Director
IT director overseeing technology strategy and service delivery. David leads the Microsoft 365 migration team and has expanded IT solutions across Cumbria, maintaining the firm's position as a Microsoft Gold Partner.
Lucy Metcalf
Financial Adviser
Ten-year veteran financial adviser specialising in mortgage planning and retirement solutions. Recognised for client-focused service, Lucy helps individuals and businesses achieve long-term financial security through tailored investment strategies.
Steve Balmer
Senior Accountant
Celebrated 10-year service milestone, Steve specialises in corporate tax and business advisory. His expertise in navigating complex tax legislation supports clients in optimising financial structures while maintaining compliance.
Questions
What accounting services does David Allen offer?
We provide full accounting services including bookkeeping, audits, financial statements, tax returns, and business advisory for individuals and companies across multiple sectors.
Do you specialise in agricultural accounting?
Yes, our dedicated agri-team offers specialist accounting for farming businesses, including succession planning, grant applications, and farm financial management.
What IT services are available for small businesses?
We offer managed IT services, cybersecurity, cloud solutions, hardware procurement, and disaster recovery tailored to small businesses' needs.
How can debt recovery services help my business?
Our debt recovery team provides tailored strategies to reclaim outstanding payments, including credit control, legal enforcement, and negotiation support.
Are you regulated by financial authorities?
Yes, our financial services division is authorised and regulated by the Financial Conduct Authority (Firm Reference 506138).
What locations do you operate from?
We have offices in Carlisle, Dalston, Penrith, Workington, and Dumfries, serving clients across Cumbria, northern England, and southern Scotland.
