I started working for David Allen in 2017, having worked in the financial services industry for around six years. Overtime I have built up a lot of knowledge and experience in this industry and decided to pursue a career in this.
Before beginning my career with David Allen, I worked for a local pension provider moving onto a small financial services company.
I joined the team as a Paraplanner and in 2019 I was promoted to department manager. This was a new role to me, I have loved my journey so far and I am enjoying learning new things each day. Everyone in my department does a fantastic job and I feel that we have a great team who work well together.
My personal strengths are communicating with clients and being on hand whenever they need help with their finances.
We strive to provide excellent customer service to all of our clients.