Three new Partners appointed at David Allen Group

Posted by Hazel Duhy on in Sector Group News, Business Support Group, Member News.

Three new Partners appointed at David Allen Group

Leading chartered accountants, business advisers and financial planners David Allen (a BECBC member) have announced the appointment of three new partners, Lucy Metcalf, Julie Osbourne and Sue Winter.

Lucy Metcalf joined the practice in September 2011, she has over 20 years of Tax and accountancy experience and is ATT (Association of Taxation Technician) and CTA (Chartered Tax Adviser) qualified. Lucy has successfully led the Tax team at David Allen and looks after the tax and business affairs of a wide range of individuals including professional partnerships and high net worth individuals. 

Julie Osbourne joined the practice in March 2004 as an Accounts Assistant and has seen her career progress with 3 further promotions. Julie gained her AAT and ATT qualifications whilst working at David Allen and is a very well respected member of staff. As well as managing a busy department she has built up a large client portfolio and works closely with small businesses and start-up businesses providing valuable practical advice and support to ensure their business success. 

Sue Winter joined David Allen as an Associate and Senior Tax Consultant in August 2017, with more than 20 years of valuable knowledge in the industry. Sue is also ATT qualified, as well as a Chartered Tax Advisor (CTA) a Trusts and Estate Practitioner (TEP) providing a wealth or expertise and experience. Sue has spent the last year building up a new range of corporate tax services along with a dynamic team to service their portfolio of clients.

Welcoming the trio into the new roles David Allen said,” They are all excellent ambassadors for the firm and good examples of our commitment to career development. I am delighted to announce their promotions, and look forward to them making a significant contribution to the leadership of the firm”.

“It is an exciting time for the David Allen Group, with us offering amazing opportunities for our people and these appointments are the start of what will be a fantastic 2019”