We are pleased to announce the rebranding of David Allen Wealth Management. This rebrand follows a period of expansion for us and will see us trading under the new name of David Allen Financial Services.
Our Financial Services team work with clients across a variety of areas such as pensions, mortgages, investments and Wills. We want to make sure that our name reflects the wide range of services we offer and conveys perfectly who we are and what we do.
If we had £1 for every time we heard the words ‘I don’t have any wealth for you to manage’ we would all be… well… very wealthy! And whilst it’s true that we deal with money and people’s finances, and that yes, we do look after people’s wealth, we do so much more than that and want to ensure that our brand represents who we truly are.
A huge part of who we are, and what we do, is helping people with the everyday financial decisions that impact upon their lives both now and in the future.
Over the past year alone we have added new services to our business and grown our team with the addition of key members such as Kelly Hillier, Mortgage Adviser and Trudi Dickinson, Will Writer. This new name is a logical step that communicates to both current and potential clients the large portfolio of services that we provide. From protecting businesses, to buying homes, and everything in-between – essentially, David Allen Financial Services does ‘exactly what it says on the tin’, provides financial services regardless of wealth, status, age or circumstance. Put simply we want to help people make money, save money and provide peace of mind.
Our business will continue to evolve as we move forward. Our clients will remain at the heart of what we do and we will ensure that we always offer them a complete range of financial services. We have gone from strength-to-strength since our inception 15 years ago and we are so proud to be moving the business into its next phase with this rebrand.
The Financial Conduct Authority does not regulate some products such as Wills services.