Aimee Murray

I take great pride in my work and always strive for professionalism, ensuring that every client’s work is handled with care and attention to detail.  As a Financial Planning Assistant within the Financial Services Team at David Allen, I support our Mortgage, Protection and Business Protection Advisers.  Having previously worked for a legal conveyancing business, this seemed like the perfect fit to use my valuable experience.

I work closely to support our Mortgage and protection clients as well as continuing to develop my knowledge and expertise in financial planning.  I find it incredibly rewarding to see a case through from start to finish, building strong relationships with clients and partners along the way.