Greg Cameron

In my role as a Financial Planning Assistant, I am mainly based in the Penrith office, providing support to our Independent Financial Advisers.

I enjoy engaging with clients daily, addressing their queries and offering ongoing support to keep them well informed throughout their financial journey.  Building relationships and delivering a personalised service is something I truly value. I strive to ensure that anyone I interact with, whether clients or providers, would describe me as calm, knowledgeable and professional, always working toward the best outcomes for both our clients and team.

I am currently studying towards my Diploma in Financial Planning and once achieved I hope to move into an advisory role within the firm.  I am really looking forward to the using my experience to keep helping clients and providing them with great service.

Over the past seven years, I have built up experience in a range of financial planning roles and working at David Allen has really given me the chance to offer a high level of service to our clients.  We treat every client like part of the family and always try to stay one step ahead with the planning, helping them work towards their goals.

On a weekend you will find me watching or playing sports, I am and always have been, a huge sportsman.   I played cricket for the North of England in my younger days, had professional trials at various counties and have captained Penrith 1st XI. Be it, golf, padel, squash, rugby, football you will find me playing or watching throughout the year. I also hold a season ticket with Scottish Rugby and attend the home games where I can (although I am an Englishman).