Wednesday, December 16, 2009

Our Vision

It’s often said that business is about finding customers... keeping customers... and making money and as anybody who’s in business will agree, these three principles are essential to our very commercial existence. However, there’s one additional ingredient that’s always been at the heart of David Allen & Co and that’s an unwavering recognition that no matter how good we think we may be, there’s always room to improve.

Those improvements might come in seemingly small aspects of our business, but put a few small things together... and that can make a big difference.

From the early days I’ve always had a vision. It was not to be the biggest accountancy business in Cumbria, but to be the best - the best environment for talented people to work and develop their careers, and the best place for individuals and businesses to receive strategic and financial advice to help them fulfil their potential.

As we enter our 13th year with over 60 people, three offices and a rapidly changing economic landscape, I wanted to re-evaluate where we are and where we’d like to be in the future. To do this I recognise that the business Alison and I created back in 1997 is now very different.

Where once we would discuss our challenges and aspirations within our small team and quickly execute our ideas that same afternoon, I now have a team of partners and managers (each with their own teams) who I need to inspire in order to implement our business plans.
Whilst many things have undoubtedly changed over the years, our initial ethos and values haven’t changed.


David Allen and Co has always been about providing the very best service for our customers as a direct result of creating enthusiastic, effective and loyal employees – and I realise that indeed many of our clients and staff had been with us for a significant part of our 13 year journey.
I know that the key to developing our business further, lies with our people and our clients. Only by creating an environment where our people are satisfied, loyal and productive can we create value and only by creating that value can our clients feel satisfied and remain loyal to our business.

Unlike many businesses, we’re starting from the inside. Most (if not all) of our people have been involved in strategic or planning workshops, contributing through ideas or sharing their day to day experiences of life within David Allen and Co and providing valuable feedback on our leadership and management style. We have taken our core values of “Inspiration”, “Enthusiasm”, “Commitment” and “Practicality” and fine tuned our “Vision” for the next phase of our development. This vision is a team vision, developed by a group of people from all parts of the business and now shared by all within our firm.

On Thursday 10th of December all of our people came together in our Dalston office and I was really delighted to be able to present to them our vision and direction for the future. We are about to embark on one of the most exciting parts of our journey which involves feedback from our people and our clients will enable us to identify what “really” makes the difference to them and how we can provide our people with the resources to do best what matters most.

So as I wish you all a very Happy Christmas and a very prosperous new year, I’d like to share with you OUR pledge and OUR vision.

• David Allen & Co's vision is to help individuals and businesses achieve their goals in the most practical, proactive and dynamic way. We will combine our technical know-how, financial awareness and commercial acumen with a passion and energy rarely seen in our sector.
• We will become a known leading light, recognised for blending the traditional values of accountancy with the enthusiastic and hands-on attitudes of a young, modern team of professionals.
• We will be a breath of fresh air to our clients and our team will be as committed to the clients’ businesses as they are to their own, and our promise will be to go the extra mile in all that we do.

Happy Christmas
David Allen


Monday, December 14, 2009

Rugby Match Sponsorship Day

Saturday 12 December we were back for our annual Christmas sponsors day at Aspatria Rugby Club.

Every year, we like to invite clients and contacts to join us and watch a rugby match at the Aspatria club and we have a complimentary bar open for our guests during the afternoon. This is a great way for us to thank people for their business during the year.

The day, as usual started at around 1pm. Clients came from all over the county but many arrived on the midday train from Carlisle which was jammed full with our invited guests and staff. Partner’s Alison Cartner and Sandra Gowling welcomed all our guests and then, having sampled a drink or two and enjoyed a bite to eat from the fantastic buffet, which was laid on by the club’s ladies committee, the match kicked off.

This year the team was up against Altrincham Kersal who earlier in the season had quite convincingly beaten the Aspatria side. Our very own, Jack Clegg was playing fly half for the home team and although Aspatria kept the score down to a more reasonable level, they were still beaten.

Back in the clubhouse, Sarah Reilly announced the winners of our Guess the Score competition.

We have had compliments from many of our guests saying what a fantastic day it was and many of our staff were also there on the day to meet our clients and enjoy the atmosphere of the day.

Julie Campbell

Thursday, December 10, 2009

Santa's Special Visit

Santa came visiting our office today, wearing his special red suit and with his little helper (Melissa) in tow.

He had actually made a surprise visit the day before to give Louise Thomson her ‘Secret Santa’ pressie before she headed off on her holidays and financial training but the main event happened at 10.30 today when our little bearded friend started his tour round the departments.


There was a certain West Cumbrian twang to his “ho ho ho” as he handed out his goodies but everyone was really happy to see him and his sack was brimming full of delights for everyone.


From smellies and slippers to scarves and booze, he certainly handed out a variety of treats.
His little helper managed to take a few pictures on the way round and there are some too shy they hid in his beard, or pretended to be busy on the phone,
but most just wanted to give him a big hug and get him on their knee.

Santa says he is retiring next year......

but it wouldn’t be the same without our jolly friend.


Merry Christmas to all

Julie Campbell