David Allen Financial Services

4 www.david-allen.co.uk/ nancial-services About us We’ll turn your dreams into achievable goals with deadlines. Our commitment, straight talking and no fuss approach, along with actually getting the job done, has taken us to where we are today. Our business Provider of nancial planning, accountancy, tax andbusiness support services toorganisations and individuals in SouthWest Scotland, Cumbria and further a eld. Our vision Tobe theprovider of choice inour service elds, being respected for our commitment, advice and client care. Purpose Thegrowth anddevelopment of our thriving business, operatingwith integrity for thebene t of our people and clients. To create an environment wherehardwork andenergy prosper and creates wealth andworth for all. Our people Our people are enabled andmotivated andwe attract talented individuals. Wepromote a culture that encourages personal development and leadershipqualities. Great place towork Weprovidegreat places of work andwemake our work satisfying andenjoyable. Business excellence Our people seek continuous improvement in their areas of responsibility, enabling themtomake a real and lasting contribution to the aims of our business and that of our clients. We set ourselves challenging targets for business growth. Client experience Our clients are treatedwith respect andwedevelop trust and respect in return. Our clients experience an amazing service andhavepeace ofmind knowing that their a airs are ingoodhands. Caring for our community We are an integral part of our community and encourage involvementwith local charities and community projects. We strive toprotect our environment.