The energy and the professionalism of the company is why I initially joined David Allen in 2012 as an Independent Financial Adviser. I was then promoted to Managing Director of David Allen Financial Services in 2015.
We have grown the team and diversified our services during that time to meet the demand from our clients, and we now include Mortgages and Corporate Protection advice, alongside the Pension and Investment advice I was employed to provide.
I have more than twenty years’ of experience in the industry, having previously worked for Pearl Assurance, Bradford and Bingley and Natwest/RBS group. I hold a RQF Level 4 Diploma in Regulated Financial Planning and the Enhanced Level 6 qualification in Pension Transfer Advice.
My desire to create the ‘wow factor’, to respond to a query instantly and to be a trusted adviser throughout a client’s lifetime by helping them at each life stage, has never been clearer.
My experience has exposed me to different scenarios and being able to help, understand and adapt to my client’s needs is one of my greatest skills.