Emily Smith

I joined David Allen in 2018 and began my career in an administrative role within the tax team.  Shortly after, I was offered a secondment with David Allen Financial Services.  The secondment quickly turned into a permanent position and from the moment I joined the financial services team, I knew I wanted to become an adviser.  This ambition drove me to study for my Diploma in Regulated Financial Planning and I qualified in June 2023.  After a year away to further my professional development, I returned to David Allen as an Independent Financial Adviser and I am proud of how far I have come in such a short time.

In my current role, I spend my days meeting with clients, both existing and new, getting to know them and their financial circumstances, and then creating tailored plans to help them achieve their goals.  The variety of clients keeps my work exciting and challenging and I particularly enjoy problem solving, combining my technical knowledge with a personal touch to meet each client’s unique needs.  Helping people secure their financial futures is highly rewarding, and I take great pride in offering practical, clear advice that empowers my clients.  My focus is always on delivering the best possible service, ensuring that each client feels supported and confident in their financial decisions.

Looking ahead, I am working towards achieving Chartered Financial Planner status, a goal that aligns with David Allen’s value of professionalism. I am excited about the future and the opportunities to continue building on my knowledge and expertise to provide the best possible service for my clients.

I enjoy activities that help me stay grounded and energised, including playing golf, running, and baking. These hobbies allow me to maintain a balance between my personal and professional life, while fuelling my ambition to continually grow in both areas.