David Allen

David Allen Accountancy | Tax | Financial Services | Agriculture | IT Solutions | Recovery Solutions | Payroll | Wills and Probate

David Allen was established in 1997 and now has a team of over 150 dedicated professionals working from our offices based in Carlisle, Dalston, Dumfries, Penrith and Workington. With experienced specialists in a range of areas we provide accountancy, tax, financial planning and business support services to businesses and individuals in Cumbria, South West Scotland and further afield. We provide ou

r clients with a full business support package to ensure they can develop and succeed. Our group includes David Allen Accountancy, David Allen Financial Services, David Allen Recovery Solutions, David Allen IT Solutions and David Allen AgriBusiness. Whether you're a one man band or a director of a large corporate organisation, we're here to help. No business is too small or too large, our commitment to helping you prosper remains the same. From the very beginning, David Allen have been committed to great client care - blending the traditional values of business with the enthusiastic hands on attitude of a modern team of professionals.

Losing someone close to you is difficult enough without having to navigate the practicalities alone.  From finding the W...
01/09/2026

Losing someone close to you is difficult enough without having to navigate the practicalities alone.

From finding the Will and understanding probate, to administering the estate, there can be a lot to consider, and every situation is different. Our specialist probate team are here to provide clear, practical support and help make the process more manageable.

If you are unsure where to start, we are here to talk things through.
Get in touch with us at 01228 711888 for your free consultation.

You have checked the bedrooms, fallen in love with the kitchen and imagined yourself enjoying the garden... but have you...
31/08/2026

You have checked the bedrooms, fallen in love with the kitchen and imagined yourself enjoying the garden... but have you considered the practical details that could affect your day to day life and budget?

When viewing a property, it is important to look beyond first impressions and think about the bigger picture, from running costs and maintenance to broadband, parking and commuting.

Our Mortgage Advisers are here to help you understand your options and make informed decisions with confidence. Get in touch with the team on 01228 711888.

We are delighted to share some wonderful feedback for Jenna, our Payroll Manager.  With nearly 20 years of experience in...
28/08/2026

We are delighted to share some wonderful feedback for Jenna, our Payroll Manager. With nearly 20 years of experience in accountancy and payroll, Jenna's professionalism, reliability and approachable nature make her a valued member of .

Whether answering payroll queries, keeping clients informed of changing legislation or ensuring payrolls are completed accurately and on time, Jenna is committed to delivering a service that gives clients confidence and peace of mind. Her dedication to providing clear advice, building strong relationships and supporting clients whenever they need help is at the heart of everything she does.

This fantastic feedback is a reflection of Jenna's commitment to making payroll straightforward and stress free, while delivering exceptional support every step of the way.

If you would like to find out how our Payroll team can support your business, speak to us today on 01228 711888 or 01387 270340, or visit our website for more information.

The mortgage market is not what it was a few years ago, and that could matter for your next move.Rates, lender pricing a...
27/08/2026

The mortgage market is not what it was a few years ago, and that could matter for your next move.

Rates, lender pricing and affordability criteria have all been shifting, making the mortgage landscape harder to navigate from the outside.

The important bit? There may be more than one way forward, depending on your circumstances.

Whether you are buying, moving or simply starting to think about your next mortgage, understanding the market before you need to make a decision can put you in a much stronger position.

Swipe through for a simple breakdown of what has changed and what it could mean for you.

When you are ready to explore your options, our David Allen mortgage team is here to help.

Get in touch with the mortgages team today on 01768 877000 for Penrith or 01228 711888 for Dalston.

Over the past 25 years, Dalmar House has changed a lot, but perhaps the best measure of that growth is not the building ...
26/08/2026

Over the past 25 years, Dalmar House has changed a lot, but perhaps the best measure of that growth is not the building at all, it is the people who have grown with it.

Our Audit Manager, Sarah Graves has been part of that story for 22 years. She has seen David Allen grow, new specialisms emerge, teams develop and many new opportunities open up, all whilst building her own career along the way.

Swipe to read more on Sarah's career journey.

The Great British Summer Savings VAT reduction is coming to an end.  Is your business ready to switch back?  Since 25 Ju...
26/08/2026

The Great British Summer Savings VAT reduction is coming to an end. Is your business ready to switch back? Since 25 June, the temporary 5% VAT rate has applied to certain children’s meals, tickets and family attractions. The reduced rate runs up to and including 1 September, with qualifying supplies returning to their normal VAT treatment from 2 September 2026.

If your business has been using the temporary rate, now is a good time to check that everything is ready.

Before 2 September, make sure you have: updated VAT rates within your till, booking and accounting systems, reviewed your website, menu, ticket and promotional pricing if you changed prices during the scheme, checked any advance bookings or payments that fall after the relief ends and made sure your team knows when the change takes effect.

It is a relatively small change, but getting it wrong can quickly create extra administration and confusion for both your team and your customers.

If you are unsure how the end of the temporary VAT reduction affects your business or particular transactions, speak to our team and we can help you get it right, call us on 01228 711888 or 01387 270340.

25/08/2026

This month, we are celebrating 25 years of our purpose built Head Office in Dalston, Dalmar House.

Who better to take us back to the beginning than our Practice Partner, Julie Taylor.

Julie joined David Allen 20 years ago as an Accounts Assistant, arriving as Dalmar House and David Allen continued to grow with the three story extension that was still being built at the time. Today, she is a Partner in the firm, a shining example of a career journey that has grown alongside the business itself.

Julie shares her memories of those early days and what it has been like to see Dalmar House, and David Allen evolve over the years.

Want to know more about our incredible growth journey?

Stay tuned for more stories from the people who have been part of it.

Great client service is about more than getting the numbers right.  It is about building strong relationships and being ...
25/08/2026

Great client service is about more than getting the numbers right. It is about building strong relationships and being a trusted point of contact whenever support is needed.

This fantastic feedback for Amy Muirhead and her team reflects the approach she takes with every client. Working with owner managed businesses, sole traders and partnerships, Amy provides practical accountancy and tax advice, helping clients make informed decisions and focus on growing their businesses.

Amy is committed to delivering a personal service and taking the time to understand each client's individual goals and challenges. This feedback is a wonderful reflection of the trusted relationships she has built and the high level of service she consistently provides.

If you are looking for proactive advice for your business, we are here to help on 01228 711888 or 01387 270340.

Who in Cumberland deserves to be recognised for what they are building?  The Elite Awards Carlisle 2027 are a chance to ...
24/08/2026

Who in Cumberland deserves to be recognised for what they are building? The Elite Awards Carlisle 2027 are a chance to put the spotlight on the business owners, teams and individuals who are creating jobs, growing businesses, supporting communities and helping our county move forward.

Created by business owners, Carol Milnes , Vanessa Brown-Ofoedu and Lana Brown, these awards understand that success is about far more than numbers. It is about the people behind them, the challenges they have overcome and the impact they are having.

Entering is an opportunity to tell that story, recognise your team and celebrate how far your business has come.

That is something we are proud to get behind, and we are grateful to be supporting the Elite Awards 2027 as Headline Sponsor. If you know someone who deserves the recognition? Make sure they enter: https://www.elitebusinessawards.co.uk/enter

As part of our ongoing commitment to support the fantastic work Watchtree Nature Reserve does within our local community...
24/08/2026

As part of our ongoing commitment to support the fantastic work Watchtree Nature Reserve does within our local community, we are pleased to introduce an added benefit for members: a free 30 minute financial consultation on either Mortgages and Protection, or Savings, Investments and Pensions with one of our experienced advisers.

This initiative is designed to provide access to expert, tailored financial guidance to support members in making informed decisions about their future. Whether you are looking to review your current position, plan ahead or simply gain a better understanding of your options, our team is here to help.

At David Allen Financial Services, we remain committed to supporting the financial wellbeing of our local community and we are proud to offer services that make professional advice more accessible.

If you are a Watchtree member, you can find out more and book your session here: https://www.david-allen.co.uk/services/financial-services/watchtree-members-hub/

Address

Dalmar House, Barras Lane Estate, Dalston
Carlisle
CA57NY

Opening Hours

Monday 8am - 5:30pm
Tuesday 8am - 5:30pm
Wednesday 8am - 5:30pm
Thursday 8am - 5:30pm
Friday 8am - 5:30pm
Saturday 8:30am - 12pm

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