Our independent experts are always on hand to help.
Effective management of your finances, as an individual or as a business, ensures that your money is working hard for you and provides you with the confidence to plan for a better future. Here at David Allen, we work hard to equip you with sound financial advice so that you can achieve your financial goals.
We work with individuals, couples, businesses and organisations offering a range of services from investment planning and savings planning to mortgage advice and mortgage protection insurance, pension planning, business protection insurance and much more in between. Our team of financial advisors will listen to your goals and offer professional, informed financial advice on how to employ the best strategies to reach your aims.
We deal with a wide variety of financial services, often drawing on different schemes to develop ways to best protect your assets and ensure growth for the future.For businesses we assist with financial business plan preparation and savings and investments advice that allows your business to flourish and thrive in competitive markets. We also offer business protection cover that ensures key people within your business are covered in the unfortunate event of their loss. Often overlooked, this important insurance helps others maintain the business without them.
Life insurance, income protection insurance and critical illness cover go hand in hand with business protection so making sure your business insurance covers all eventualities is key to protecting your company.