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Becoming a homeowner is a significant milestone in life and an exciting journey to start, accompanied by a maze of mortgage options and financial considerations. At David Allen Financial Services, we are there to guide you through every step of the process with expertise, care and a personal touch.
Our team of mortgage specialists is the backbone of our commitment to making your homeownership dreams a reality. Allow us to introduce you to the faces behind the expertise:
With over two decades of Financial Industry experience, Kelly’s journey began with The Cumberland Building Society. Since joining David Allen Financial Services in 2014, she has been committed to helping clients find the perfect mortgage solutions. As a working mother of two, Kelly brings empathy and a unique perspective to her role. She takes pride in offering whole-of-market options, ensuring that you receive advice tailored to your specific needs. Kelly’s passion lies in helping you secure not just a mortgage, but a home that fits your life like a glove.
Donna joined the David Allen family in 2021, bringing with her 19 years of experience specialising in Mortgage and Protection. Drawn by our client-centric approach, Donna believes in putting your needs at the heart of everything she does. Her goal is to provide you with a friendly and professional service, keeping you informed at every stage of the process. Donna’s expertise lies in sourcing the right mortgage and protection solutions to suit your individual circumstances. Donna strives to build a long lasting relationship with you and prides herself on being there when you need her.
Chris joined David Allen in 2024, drawn by our client-first approach and strong professional values. With a background in property sales and acquisitions, he brings a practical understanding of the buying process and combines this with expert knowledge of mortgage and protection solutions. Chris takes the time to understand each client’s unique goals, whether they are buying their first home, moving, or exploring commercial finance. He believes in giving clear, honest advice and guiding clients through the technical side of the process, helping them feel informed and supported every step of the way.
Rachel has been an integral part of the David Allen team since 2011. Her role involves providing seamless support to our mortgage advisors, ensuring that your journey is smooth from start to finish. From liaising with solicitors to processing applications and drafting recommendation letters, Rachel ensures that all the behind-the-scenes work is taken care of, leaving you with a stress-free experience. Her dedication to keeping our internal systems up to date ensures that everything runs like clockwork.
Aimee is a Financial Planning Assistant within the David Allen Financial Services team, supporting our Mortgage, Protection, and Business Protection Advisers. With a background in legal conveyancing, she brings valuable experience and attention to detail to every case, taking pride in supporting clients throughout their financial journey, ensuring their needs are met with care and professionalism.
Katie supports the running of our Mortgage and Protection applications as a Financial Planning Administration Assistant. She prepares client documentation, coordinates with lenders and other professionals and ensures each application progresses efficiently behind the scenes. Her detail-focused approach helps clients feel confident and supported throughout a constantly changing mortgage market.
At David Allen, our mission is to ensure that your journey towards homeownership is smooth, informed and rewarding. From the moment we meet you to understand your circumstances, until the exciting day your purchase is complete, we stand by your side.
We pride ourselves on building relationships based on trust, experience and expert knowledge. Our dedication to providing you with the best advice, backed by years of experience, sets us apart. With access to whole of market and a wide range of mortgage options, we are not tied to a single provider. This means that we recommend a mortgage which aligns perfectly with your personal circumstances.
Discover the David Allen difference today, a difference that embodies personalised care, expertise and a team that is genuinely invested in your journey to homeownership.
To find out more please contact us on 01228 711888 / 01387 270340 or email mail@david-allen.co.uk
