News

David Allen Financial Services are thrilled to announce the appointment of Chris Callow who has joined the team as Mortgage and Protection Adviser.  This tactical appointment strengthens the services and advice we offer to our clients.

Prior to becoming a Mortgage and Protection Adviser, Chris worked in the property industry across sales and acquisitions.  With his extensive background in property, Chris possesses exceptional skills and an unparalleled knowledge base, ensuring the best independent mortgage and protection advice is available for our clients.

Additionally, we are pleased to announce the appointment of Emily Smith as an Independent Financial Adviser, as well as Adele Smith, who has recently completed a Level 4 Diploma in Regulated Financal Planning and has been promoted from Paraplanner to Independent Financial Adviser.  Both will work closely with our Financial Service clients to provide personalised advice.

Steve Balmer, Financial Services Managing Director, said, ‘I am delighted at the recent appointments of Chris Callow and Emily Smith, as well as the promotion of Adele Smith.  David Allen Financial Services is committed to providing the very best tailored advice and we can continue to do so with the expertise and dedication of our newly appointed experts.  They are passionate about what they do and are focused on delivering an amazing experience for our clients.  They also bring fresh perspectives and ideas on improving our business in the face of industry changes.’

Give us a call on 01228 711888 or 01387 270340 or email mail@david-allen.co.uk if you would like to discuss any of your financial planning needs.

Additionally, we are always keen to speak to like-minded people who want to join our growing firm.  For more information, email recruitment@david-allen.co.uk.