Adele Smith

Adele joined David Allen in September 2023 as a Paraplanner and has since successfully qualified as an Independent Financial Adviser.  My journey into Financial Services began in 2014 when I started as a Business Administrator.  I quickly developed a passion for the industry, earning my CII Level 3 qualifications and later my CII Level 4 Diploma in Regulated Financial Planning.  Since joining David Allen, I have discovered a fantastic work-life balance within a supportive and collaborative team.  The emphasis on support is particularly important to me as I look ahead to achieving my goal of becoming a Chartered Financial Planner.

In my role, I specialise in investment and retirement planning, where I meet clients to assess their financial situation and conduct thorough research to recommend personalised solutions.  I also review existing policies to ensure they remain aligned with each client’s goals.  I enjoy working somewhere that is committed to providing the highest level of professionalism in every interaction and service and I take pride in simplifying complex financial concepts, ensuring clients feel confident in understanding their investments and pensions.  At David Allen, we continually develop and grow our knowledge and I am passionate about sharing that expertise with others to help them achieve their financial goals, whether that is saving for a special event or planning for retirement.  I strive to ensure clients leave meetings with a clearer understanding of their finances and the confidence to make informed decisions.

I think these aspects are really important to me as outside of work a lot of my life like anyone revolves around family and spending time with my husband and our two children.  I also enjoy sea fishing, where I have caught everything from seabass to 50lb tope sharks.