News

Outstanding Achievement, Wealth Management award winner, Neil Edmondson has joined the David Allen Financial Services team.

Neil has been working in the financial services industry for over 22 years and has gained a large amount of experience in all areas of financial planning.

Having initially worked within a local building society, Neil was able to build a fantastic foundation into the sector before moving on to work for two national advisory firms in the last 16 years.

As well as a Diploma in Financial Planning, Neil holds several advanced qualifications to provide advice in all areas. Having taken a break from exams whilst his daughters Faye and Maisie were young, Neil is now aiming to gain Chartered status within the next 12 months.

Neil firmly believes in providing a high-quality service for his clients and is passionate about adding value to a client’s financial situation. This is very much aligned to the ethos of David Allen Financial Services and is a key reason as to why Neil wanted to join the team.

A testament to the quality of work Neil provides, was him winning the ‘Outstanding Achievement’ award in the 2017 City of London Wealth Management awards. The City of London Wealth Management Awards are highly valued and unique in the industry aiming to recognise the quality of service from the very best wealth management companies and individuals.

Each client’s circumstances, plans and aims are all different, Neil can provide independent advice with the backdrop of a business that is keen to develop and grow but with the client being the focus of this development.

“I’m looking forward to joining the enthusiastic and experienced team at David Allen to provide advice and support to existing and new clients. During times of uncertainty it is normal for clients to be nervous and sometimes anxious, I firmly believe believe that the role of an adviser is to provide support, context and understanding at times like this to make sure clients make the best decisions for them. I’m excited to be joining a team that put the client at the forefront of their focus through good and more challenging times. With a wide range of services available through the David Allen group this allows a joined up and consistent approach to looking after a clients plans from a local company” said Neil.

As a business, David Allen provides a great opportunity for clients to be well looked after in many different areas, whether this is Financial Services, Accountancy & Tax, I.T or Business Support. To be able to gain such a wide array of services under one roof whilst retaining the ‘local touch’ is rare.

This is an exciting opportunity for Neil to work with a strong local team that is keen to develop and grow whilst keeping the core principles of giving clients a fantastic all-round service.

Managing Director and Independent Financial Advisor, Steve Balmer said “This is an exciting time for David Allen Financial Services as we grow our team to meet the demand for all our services that we offer; we know it is a very difficult time for our clients at this moment and bringing in the calibre of adviser such as Neil will only improve the fantastic service we provide to them. I look forward to him joining us”