Steve Balmer

The energy and the professionalism that runs through the business is what initially attracted me to David Allen in 2012. I joined as an Independent Financial Adviser and was proud to be appointed Managing Director of David Allen Financial Services in 2015.

Since then, we have expanded our team and diversified our services to meet the demand from our clients. Alongside my own specialist areas of pensions, investments and Inheritance Tax planning, we also have a dedicated team of advisers who provide expert advice on mortgages, as well as business and personal protection solutions.

With over twenty five years’ of experience in the industry, including roles at Pearl Assurance, Bradford & Bingley, NatWest and RBS Group, I bring a broad perspective to the advice I provide. I hold the RQF Level 4 Diploma in Regulated Financial Planning, as well as the Enhanced Level 6 qualification in Pension Transfer Advice.

My passion lies in creating a ‘wow factor’ experience for clients, from responding to a query instantly to be a trusted adviser throughout a client’s lifetime by helping them at each life stage. My career has given me valuable insight into a wide range of client scenarios, and my ability to listen, adapt and deliver the right advice is something I am truly proud of.

I really love what I do, and I am equally passionate about creating a positive, supportive environment where our team can thrive and continue delivering the highest standard of advice to our clients.