I joined David Allen as a Paraplanner in 2013 and over the years I have grown my knowledge and experience to work as a financial adviser. I was then offered the opportunity to develop the Wills, Power of Attorney and Probate service that the company provides.
In my time at David Allen, I have completed a STEP Advanced Certificate in Will Preparation and my specialisms now include Wills, Lasting Power of Attorneys, funeral plans, Inheritance Tax and Probate services.
I strive to ensure my clients understand the services that I provide, the steps that we will follow and the industry jargon. Some of the services that I provid can often be sensitive for my clients so I make sure that these are discussed compassionately and in a sympathetic manner.
Every client is different and understanding what is important to them and fulfilling their needs is very rewarding. I enjoy making a daunting or contentious task an easy process for my clients.
I am a qualified Financial Adviser with a diploma in Financial Planning which has given me the financial knowledge and experience when dealing with clients. Before moving to David Allen I worked for the HSBC bank, so I have been in the financial industry for many many years, and seen many of the peaks and troughs the industry has gone through.
Clients would say I am friendly, professional and an approachable person, all of which are vital in a role like mine.