Meet The Staff
Below are the profiles of the David Allen Financial Management team. We offer combined experience of over 50 years in financial services. We aim to provide a one stop shop for all your financial planning requirements and our advice is totally independent. This means we source products from the whole market to meet your individual circumstances.
Kevin Collier - Retirement & Transfer Specialist
With 28 years of experience in financial services, Kevin holds the Advanced Financial Planning Certificate and is a qualified Retirement and Transfer Specialist. Kevin can provide comprehensive advice on all aspects of pre & post retirement planning including SIPPs, SSASs, Unsecured Income Drawdown and Annuities.
Contact Kevin at kevin@davidallen-ifa.co.uk
Jonathan Connell - Personal Financial Planning Consultant
Jonathan is our longest serving adviser and specialises in personal financial planning. Investment planning is his forte, whether you are investing for growth or income. Jonathan will construct a portfolio that meets your needs and objectives and can also advise you on the use of investment tools to reduce your estate exposure to Inheritance Tax.
Contact Jonathan at jonathan@davidallen-ifa.co.uk
Joanne Faithorn - Mortgage Consultant
Jo joined the team in September 2007 and brings with her 10 years of experience in financial services with a banking background. Jo is our Independent Mortgage Consultant. Using our comprehensive mortgage sourcing system which is updated daily, she can source the right mortgage, at the right price and advise on the best repayment method and protection.
Contact Jo at joanne@davidallen-ifa.co.uk