Charity, Trust and Estate Specialist
Robert joined David Allen in 2002. He was educated at Nelson Thomlinson School leaving after completing his A-Levels. Robert served a three year apprenticeship to become a member of the Association of Accounting Technicians (AAT).
As a key member of the Corporate Services team, Robert specialises in charities, trusts and estates accounts preparation. He works closely with solicitors, both locally and nationally, assisting with trusts and estate accounts and tax work. Robert attends regular focus group meetings held by Companies House and uses this up-to-date information to keep our clients compliant with their ever changing obligations. He also advises on the formation of new companies and charities along with preparing accounts for limited companies and charities.
Outside of David Allen, Robert is the Assistant Treasurer for The Glenmore Trust, a local charity that works with adults with learning disabilities. Robert also enjoys running and cycling. He regularly takes part in the Cumbrian Run and has completed the Coast to Coast, cycling from Whitehaven to Sunderland, twice.