Charlotte Poultney

As someone who values teamwork, I enjoy being part of David Allen, where we consistently support one another and place a strong emphasis on our people.  In my role as an Accounts Assistant, I thoroughly enjoy building relationships with clients, helping them overcome challenges and delivering excellent customer service.  My previous experience in administration within the NHS, combined with my NVQ Level 2 in Customer Service, has provided me with a strong foundation in understanding and responding to people’s needs and any queries.

I was drawn to David Allen by the opportunity to continue my professional development, complete my AAT qualifications and continue progressing within the firm, with aspirations of becoming a Chartered Accountant in the future.  I am passionate about supporting people and providing clear, straightforward advice that clients can understand and act upon, without the need for complex accounting jargon.

Outside of work, I enjoy spending quality time with family and friends, exploring the Lake District with my dog and attending concerts and music festivals with my partner.