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Keith and An Armstrong

We’ve been accountancy clients of David Allen since 2013 and in 2014 we were introduced to their financial services team.

Ian Sneddon became our appointed Independent Financial Adviser and working alongside the tax department he helped us to reduce our overall income tax liability.  The two departments worked together to learn of all the information they needed to then propose changes to how we structured our investments to ensure they were working for us in the most tax efficient way.

As a result of Ian’s advice, we now fully understand our overall financial position and feel in complete control of this.  We regularly touch base with Ian to ensure everything is on track to deliver the retirement we both dream of, after all we have both worked hard all our lives and want to ensure that we make the most of our money in retirement.

For us working with like-minded people who understand our aspirations is key.  We trust Ian and the David Allen team to deal with our financial affairs and know that with them they genuinely care about our future and success.

Keith and An Armstrong