Lucy Reay

After leaving school at the age of sixteen I gained a business administration apprenticeship while working for RWP Training Limited in their recruitment team. After two years I decided to change career paths and begin working in the financial services industry. I worked for a local firm for two years but realised there was no option for career progression which was important to me. I started to work for David Allen Financial Services in 2018, where I work alongside a financial adviser and I have not looked back!

After a year with David Allen I was promoted to work alongside the director of the department. Although a challenging role, I thoroughly enjoy the responsibilities that I have gained.

We provide excellent customer service and knowing that we have provided clients with a service that they would not have received if they were to use another firm is very rewarding.

Clients say I am friendly, thorough and reliable.