Lucy Metcalf

I am a Chartered Tax Adviser with 20 years’ experience.  I specialise in all areas of personal tax planning including Inheritance Tax, Capital Gains Tax and succession planning.  I also look after the accounting affairs of business owners.

After studying at The University of Central Lancashire, where I completed a degree in Financial Services, I knew that Tax was the area I wanted to focus on in my career.

I joined David Allen in 2011.  The focus on staff development and career progression was important to me.  I therefore took the opportunity to join a flexible, client focussed and forward-thinking firm where I could carve out my own career path.

#TeamDA have a huge team spirit.  As a mental health first aider, having a focus on staff wellbeing in and out of the office is a sign of a great employer.

I bring excellent customer service skills, attention to detail and determination to all of my client’s tax affairs.  With a wealth of tax knowledge, I get fantastic results for my clients.

Building a relationship with clients is key to providing great customer service.  I enjoy making a difference and finding a solution to a problem that they think cannot be solved.

In 2019 I was made a Tax Partner at David Allen.  To date this is my greatest professional achievement, of which I am very proud.

Clients say I am good at what I do, go above and beyond, and am dependable and knowledgeable.