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Exciting news at David Allen…



Posted: May 1st, 2014

David Allen Chartered Accountants are delighted to announce the promotion of two key members of the team with Julie Osborn and Lucy Metcalf being promoted to Associates with effect from 1 May.  As the practice continues to expand these promotions recognise the commitment Julie and Lucy have shown towards providing the highest level of service and practical advice to their clients. 

Julie joined the practice on 22 March 2004 as an Accounts Assistant, was promoted to Supervisor in June 2006 and to Manager in July 2008.  Julie gained her Association of Accounting Technician and the Association of Taxation Technician qualifications whilst working at David Allen.  As well as managing a busy department she has built up a large client portfolio and works closely with small businesses and start-up businesses providing valuable practical advice and support to ensure their business succeeds. 

Julie said ‘It is a great privilege to be promoted to Associate.  I am really proud to be part of a practice where hard work and commitment is rewarded and where I get a fantastic level of support to allow my career development.  I work with many small businesses and I am looking forward to continuing to build strong working relationships with them all whereby I can be sure they receive sensible advice relevant to them and support to help them achieve their goals.’

Lucy is a Tax Specialist and she joined the practice on 19 September 2011.  After gaining an honours degree in Financial Services at The University of Central Lancashire Lucy joined a local accountancy practice where she obtained 11 years of valuable experience and studied and gained her Association of Taxation Technician and Chartered Tax Adviser qualifications.  Lucy looks after the tax and business affairs of a wide range of clients including professional partnerships and high net worth individuals.  Lucy works closely with our team of Tax Advisers ensuring that they are up to date with constantly changing tax legislation and that we are advising our clients of anything which may allow them to reduce their tax liabilities. 

Lucy said ‘I have a great deal of respect for the firm and knew from the day I joined that I was part of something special.  I am proud to be part of an organically grown and expanding company and look forward to shaping the future of the business.’

David Allen commented ‘It is fantastic that we have two dedicated professionals who are committed to providing clients with an excellent service and keeping their affairs in order.  They build relationships with their clients which is so important, ensuring they have peace of mind that we are looking after them.  Julie and Lucy will play a key part in the practice going forward.’