Winner of the prestigious “Investment Companies Financial Planner of the Year” at the 2018 Money Management Awards, David has spent the previous 6 years as a Director of a local financial services business. He has worked in financial services for over 10 years and specialises in Pension and Investment advice, providing this to private clients and companies.
Steve Balmer Managing Director of David Allen Financial Services said,
“This is a fantastic appointment for our business. David is not only technically excellent and keen to deliver an amazing client experience, but he brings with him a passion for helping shape how our business looks to adapt to the changes ahead within the financial services industry. Our aim as a business has always been to deliver excellent technical expertise combined with an unrivalled level of service to our clients. For our staff we also want to make it a fantastic place to work. David was attracted to this and I look forward to him working within our team as we grow alongside our customers”.
“I have watched the growth and success of David Allen Financial Services over the last few years and I am delighted to have this opportunity to join the team. The firm has grown brilliantly into a modern financial planning practice that has embraced technology and also has a highly qualified and motivated support team in place.”
If you would like a free no obligation review of any aspects of your finances, please contact the Financial Services team on 01228 711888.
In the picture welcoming David to the team is left to right – Jodie Ingleby Financial Services Manager, Alison Welton Managing Partner, David Malin, Steve Balmer Financial Services Managing Director, and Rachel Park Financial Planning Assistant.
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