Sam McKenzie

With a strong background in the financial sector, joining David Allen Financial Services felt like a natural progression in my career, especially after a glowing recommendation from a friend. From my very first days here, it was evident that both employees and clients are truly at the heart of the firm. The supportive and knowledgeable team around me has not only made me feel welcome but has also given me the confidence to grow and excel.

Starting as a Financial Services Administrator, I was keen to develop my knowledge and skills further. Through the encouragement and investment of the team, I have progressed into the role of Financial Services Planner. In this role, I support our team of Independent Financial Advisers, helping to ensure that clients receive tailored financial solutions to secure their future with confidence. I take great pride in delivering the highest level of service, assisting the team in providing expert guidance suited to each client’s individual needs.

Having lived in Dalston for the past 20 years, I enjoy spending time with my family and two children, making the most of everything the local area has to offer. Whether it’s exploring the Lake District, travelling to Portugal, or discovering new places for a great Sunday lunch!