Expert Financial guidance in Workington from our friendly and skilled team.

For any individual or business based in Cumbria looking to invest, manage your risk appetite, minimise your tax liability, and reduce market volatility-related stress, the highly qualified financial team at David Allen in Workington will provide you with the support you need.

David Allen accountants advise on a range of different savings and investment products for individuals, wills, trusts, and businesses including helping with savings and investment products, business protection insurance, mortgages, and life insurance. Our financial advisers can complete a comprehensive review of your company’s existing and future financial planning needs, providing completely bespoke solutions.

At David Allen, the quality of service and customer satisfaction are at the forefront of everything we do. Our accountants take the time to get to know individuals and businesses to determine the right type of investment solutions for your money.

Our local financial advisers follow a five-step process to build a lasting relationship with each client we work with, based on trust and transparency, and are committed to helping individuals and businesses achieve their financial goals. We do this, as we believe that getting to know your business’s circumstances is the best way of ensuring you receive financial advice that caters to your unique ambitions.

Located in Workington, Cumbria, the helpful team of financial advisers at David Allen are more than happy to share their expertise and assist you with your savings and investments and financial planning. With a straight-talking approach, our financial advisers provide a high-end service that will streamline your business’s finances. From investment planning and business protection insurance to writing a will and life insurance, David Allen are on hand to support you. Pop into our office in Workington for a chat or to book your no-obligation, initial meeting with our local financial advisers today.