Before working at David Allen I was a Financial Adviser at a small family firm based in Carlisle, here I completed a level 4 Diploma in Regulated Financial Planning. Before becoming a Financial Adviser I worked in Project Management, I’ve always had an interest in finance industry.
I joined David Allen in November 2021,I had heard a lot of good things about the organisation. It’s local and family orientated. I wanted to work for a firm with a fantastic reputation who sees the importance of their staff and provides a supportive environment which, in turns helps their staff flourish.
I have experience in all types of investments and financial planning, personal insurance and helping clients with mortgages. I love meeting new people and understanding their story, working out how we can help them. I can offer a holistic service to clients in a professional and friendly manner. At David Allen, we have an experienced financial services team that allows us to share our knowledge and practice to ensure that we are offering the best service.
Clients say that I take time to listen to them and explain things thoroughly so that they have a clear understanding. Also, that I am helpful and considerate to the needs of them as individuals.
I have three children and live in Carlisle with my husband, Ben. We love the outdoors and can often be found in the lake district, walking mountains or playing in lakes. I love cycling around the lakes taking in the beautiful scenery.