Managing Director and Independent Financial Adviser
Steve is Managing Director and an Independent Financial Adviser at David Allen Financial Services and has worked in the sector for over 15 years. He joined the David Allen team from a national high street bank where he advised clients throughout the North West of England.
Steve holds the Diploma in Financial Planning and with his knowledge and experience in this area, he works closely with individuals and businesses including sole traders, partnerships and limited companies. He provides clear, practical solutions to clients in a concise and comprehensive manner and is proficient in all areas of financial advice including investments, retirement planning and protection ensuring your requirements are identified and all of your needs are met.
As well as looking after a portfolio of clients, Steve manages the Financial Services team and works with external partners to ensure that we are up-to-date with current legislation and products. He also ensures that we are able to source the best solutions to meet the needs and expectations of our clients.
Steve lives in Carlisle and is married to Helen and they have two young children, Josh and George who keep them very busy. However when he does get time to himself he spends most of it either playing or watching football, the latter he is definitely better at – according to Steve.