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I joined David Allen Financial Services to support clients with their commercial borrowing needs, helping business owners access the right funding to move their plans forward.
Commercial finance has always been about relationships for me. It is not simply about arranging borrowing; it is about understanding the business, the people behind it and what they want to achieve. My role is to give clients clear, practical and proactive guidance while helping them find funding solutions that suit their circumstances.
Before joining David Allen, I spent 20 years with an international bank as a Corporate Banker, working with businesses across Cumbria, Glasgow and Edinburgh. This gave me experience in commercial lending, banking structures and how lenders assess borrowing, particularly where funding needs are more complex.
At David Allen, I use that experience independently, working with a wide network of lenders and professional contacts to help clients secure tailored funding solutions. This could include support for growth, investment, refinancing, equipment purchases, property or cashflow.
Client care is key to how I work. I believe business owners deserve honest conversations, straightforward guidance and support from someone who takes the time to understand their goals and challenges.
What attracted me to David Allen was the firm’s reputation for looking after clients properly. I had worked with the team in my previous role and always respected their down-to-earth, professional and joined-up approach.
I am proud to be helping build our Commercial Finance offering, adding another important service for clients who already trust David Allen for Accountancy, Tax, Payroll, Recovery Solutions, IT Solutions and wider Financial Services advice.