I first started my career in financial services at Natwest on the cash desk where I shortly got promoted to Customer Adviser. I then joined a local accountancy firm where I qualified as a paraplanner with a certificate in Financial Services. I made the move to David Allen Financial Services in 2015 and I worked my way up from paraplanner, department manager and now Business Development Manager.
I truly believe that no other firm provides a service like me and my team! The joined up approach we have between our adviser’s and paraplanner’s means that nothing slips through the net; our clients always feel secure, knowing that we are taking care of everything.
Nothing beats seeing the difference you make in a client’s life with sound financial planning. From a client wanting to retire early to a client setting up a pension – we are literally changing people’s lives.
The David Allen team have truly made me believe in myself and the career opportunities I have been given have been priceless.