Our 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

  • Ashleigh Williams

    Financial Services Manager

  • Ian Sneddon

    Independent Financial Adviser

  • Paul Mason

    Independent Financial Adviser

  • Kelly Hillier

    Mortgage and Protection Adviser

  • Tami Barton

    Mortgage and Protection Adviser

  • Trudi Dickinson

    Wills and Estate Specialist

  • Jodie Ingleby

    Paraplanner

  • Rachel Park

    Financial Planning Assistant

  • Lucy Reay

    Financial Planning Assistant

  • Lauryn Beattie

    Business Support Apprentice