Oliver Dunn

Customer service is something that has always really mattered to me, and being in a role where I can offer great service level in an area that can really change the planning in a client’s life is really rewarding.  Joining the team at David Allen as a Financial Planning Assistant, I help ensure our Financial Advisers have everything they need to provide a smooth experience to our clients.

My journey into financial services initially began in hospitality, where I developed strong customer service and problem-solving skills as an Assistant Manager at a hotel in the Lake District.  With a keen interest in finance, something that runs in the family, I then developed my career to become a Universal Banker and Digital Change Leader for HSBC which offered me incredible and varied experience across many areas of banking and financial support, while completing my R01 and R05 qualifications, which are two of the six qualifications required to provide financial advice, supporting my future goal of becoming an Independent Financial Adviser.

Since joining the David Allen Financial Services team I’ve embraced every opportunity to grow my expertise.  Our team’s collaborative and supportive culture has helped me develop my skills, and I am proud to say that I am well on my way to achieving my ultimate goal of becoming an Independent Financial Adviser. I believe financial planning is about more than just numbers, it is about trust, clarity and making a real difference in people’s lives.

Outside of work, I enjoy playing rugby, proudly representing Hensingham in Rugby League and my hometown, Keswick in Rugby Union. I also love travelling and exploring new countries whenever I can.