Having worked in banking for 17 years, holding variations positions such as Mortgage Adviser, I decided to make a change. The David Allen brand really appealed to me, I liked the ethos, and the atmosphere and approachability when I came for my interview with #TeamDA. I joined David Allen in April 2021 and I am now working towards becoming a Financial Adviser.
I thoroughly enjoy engaging with clients and take a huge sense of pride in trying to make things as easy as possible for them. In my previous role as a Mortgage Advisor, I provided a tailored service, making each meeting all about the client, so they were confident I would complete their application efficiently and quickly. Providing this level of personalised service meant I had lots of clients returning to me for their next applications, meaning I had an opportunity to build and strengthen our relationship. A trait which I’m excited to bring to David Allen.
I love the feeling of helping clients and putting them in a stronger financial position. I’m looking forward to being in a customer facing role again and, in my opinion, helping people with their retirements or investments is a really important job to do.
Clients say that I am helpful, friendly, relatable, and easy to work with.
My greatest professional achievement is completing both my CeMAP and my DipFA.
I enjoy running and yoga. I have two dogs, a Labrador and a Dalmatian. I am also a bit of a DIY queen, although I am hoping not to have do anymore once I move!