Autumn Winter 2016

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David Allen – why choose us?
Whatever the size or structure of your business, whether you’re a one-man
band or a large corporate organisation, we believe that a successful business
is built on the foundation of partnership. At David Allen, how we collaborate
with our clients, our suppliers and our employees is what sets us apart.
Our dedicated team understand that each business we work with is unique, and
we will work with you to understand your individual business so that we are then
best placed to provide advice on developing and securing its future.
We are always growing, our specialist team, our service offering, even our offices
– recently we have opened a new office in Dumfries so we can improve and build
upon our range of services on offer in South West Scotland.
The ultimate satisfaction for us is your satisfaction. It’s what we strive for each
and every day.
Four office locations – Dalston,
Penrith, Workington and Dumfries
More than 90 dedicated
professionals
98% - the score our clients give us
for professionalism
99% of our clients rate their
point of contact as excellent
We’re more than 9-5!
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02
03
04
05
99%
of our clients would
recommend us
97%
of our clients ranked
our overall service as
excellent
100%
of our IT support
customers renew with us
99%
debt recovery
success rate
Over £1m
invested tax efficiently
in the past 12 months
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Don’t take our word for it...
Read what some of our clients had to say…
Explosive Productions Limited
“Alison Welton has worked with us since we started our
business in 2005. She knows how our business operates and
understands what our goals and ambitions are, and helps us to
achieve these.
She has assisted us in putting sound financial systems in
place and prepares regular management accounts so that we
fully understand how the business is performing. We meet
up regularly to discuss the current position and tax planning
opportunities along with our long term strategy for the
business. Working closely with Alison means that we identify
ways to maximise profits and minimise tax liabilities while
building a strong business.
Alison has played a key part in our growth and we would
highly recommend her to any business looking for a proactive
accountant.” Andy Cope, Director
Robert Cubby
“The service my business has received since moving to David
Allen in 2014 has been nothing short of exceptional. In
previous years my business seemed to merely ‘tick over’ but
since working with Danny Roper, my business has gone from
strength to strength.
My previous accountant always wanted me to steer clear of
VAT registration and I assumed that this was too daunting.
With Danny’s proactive advice and support I registered my
business for VAT and I now have complete confidence with
the VAT scheme I comply with, knowing it is the right one
for me. Danny successfully achieved a cash repayment from
HM Revenue & Customs in excess of £10,000 in relation to
business assets I had previously acquired prior to registration.
This was an extra £10k cash injection back into my business –
fantastic! More recently we’ve worked together considering
third party finance to support an asset purchase. I had
previously used the same provider for a number of years.
However, by speaking with his professional contacts, Danny
managed to save me £800 over a four-year period on my
finance deal!
Danny is often sat around my kitchen table listening to my
business ideas, he is 100% committed to me and my business,
which is refreshing to see.” Robert Cubby, Owner
Maxwell Construction
and Civils Limited
“We had been with our previous accountant for a number
of years, since we started trading. We queried our overpaid
tax situation with them a few times, but did not get a
satisfactory answer.
We decided the time was right to change and after speaking
to Melanie Thomson from David Allen, we moved our
business.
Melanie completed a thorough review of our affairs and
advised we had overpaid tax. We have now received the
majority of this back.
It’s fair to say we’re grateful to Melanie for reviewing our
finances, and we know our business is now in safe hands.
When David Allen quote “proactive advice” they mean it.”
Marvin Maxwell, Director
Terry Ewart, Ewart and Carless
“I had been with David Allen accountants since 1999 and in
2012 I decided to move accountants as I got a cheaper quote
for my accounts. I soon realised that I had made a mistake as
my new agent did not take the time to understand my affairs
or consider the tax implications of what I was doing. As a
result of this I found myself in a position where I was paying a
lot more tax than I needed to.
I soon returned to Alison Welton at David Allen. She
immediately identified how effective tax planning would have
saved me £6,000 and ensured that I had a clear strategy in
place for moving forward to identify such opportunities.
I wish that I had never changed accountants as it cost me a
lot of money and I now appreciate the high level of service
and attention to detail which I get from Alison at David Allen.”
Terry Ewart, Director
Ready to make the move and
see results? Call our team
today on 01228 711888.