Financial Planning Assistant
Rachel’s role within David Allen Financial Services is to support the team of Independent Financial Advisers in providing quality solutions to clients. Prior to joining David Allen Financial Services Rachel worked for a national bank for six years where she worked closely with clients.
Rachel’s role involves carrying out research into the many different options available for clients, including suitable products and/or funds, preparing valuation reports, maintaining client records and putting together financial planning reports on behalf of the advisers. She works closely with clients dealing with any queries they have and ensuring they receive a high quality service from the team with practical, tailored solutions. Rachel is based at both our Dalston and Dumfries offices.
Rachel lives with her parents just outside of Gretna at Kirkpatrick Fleming. Outside of work Rachel enjoys spending time with her family and socialising with friends.