Our senior team

Our team are committed, hard working and focussed on providing you with an amazing level of service and giving you peace of mind that your affairs are being properly looked after.

Financial Services team

In choosing David Allen, you're now connected to a team of specialists who are dedicated to working with you and helping you to achieve your goals. Our team are committed, hardworking and focussed on providing you with an amazing level of service, giving you peace of mind that your affairs are being properly looked after. 

  • Steve Balmer

    Managing Director and Independent Financial Adviser

    Steve Balmer

    01228 711888

  • Ashleigh Williams

    Financial Services Manager

    Ashleigh Williams

    01228 711881

  • Ian Sneddon

    Independent Financial Adviser

    Ian Sneddon

    01387 270340

  • Paul Mason

    Independent Financial Adviser

    Paul Mason

    01228 711888

  • Kelly Hillier

    Mortgage and Protection Adviser

    Kelly Hillier 1

    01228 711888

  • Trudi Dickinson

    Wills and Estate Specialist

    Trudi Dickinson 2

    01228 711888