We have been clients of David Allen Financial Services since 2002.
It was during a financial review with our adviser that he recommended we put Wills in place. We knew this was something we should have but had never quite got round to sorting it. That’s where the David Allen team were immediately different!
We were introduced to Trudi Dickinson and within no time at all she had telephoned us to arrange an appointment at a time and place convenient to us. We know a lot of places say they offer such service, but Trudi actually did, meeting us at our home on an evening after work.
It was great to have the peace of mind that we had finally sorted our Wills and we were both protected should the worst happen. Trudi keeps in touch with us each year prompting us to consider whether any updates are required to our Wills which is very beneficial.
We would highly recommend her friendly, professional expertise to anyone looking to arrange a new or update an existing Will. With her there’s no jargon, no fuss, just your wishes put simply into place.