I have worked with Steve Balmer since 2011, initially while he worked at Natwest and more recently during his time with David Allen Financial Services.
I meet with Steve at least once a year to review my investments. In recent years, such is the relationship we have, I have asked him to advise other members of my family in different parts of the country, and this gives me the confidence in knowing that we are all receiving the same high-quality service and continuity of advice.
It is reassuring to know that if I have any query, whether it be large or small, Steve is always available promptly to help.
Steve and I have always got on well, he is one of those down to earth guys, who is so easy to get along with and he is genuinely interested in helping the clients he works with. It’s easy to see why Steve has become my trusted adviser and I wouldn’t hesitate to recommend him to others looking for financial advice from a whole of market adviser who is impartial in the advice he gives.
I am delighted with the advice I have received and appreciate Steve’s regular contact to ensure my family’s plans remain on track.