In choosing David Allen Wealth Management, you’re now connected to a team of professionals who are dedicated to helping you achieve your goals in the most practical, proactive and dynamic way possible.
Our people work with you to understand your aims and objectives and anticipate your challenges and opportunities and where necessary introduce additional resources and connect you with our extensive network of specialists and partners to help your business thrive.
Derek has over twenty years experience in providing quality financial advice to individuals and businsses. He now joins David Allen Wealth Management to head up the team. Derek works with our clients to find the right financial planning solution for them; from individuals and families looking to save for their future or protect their financial wellbeing, to businesses looking to find the right pension scheme or protection.
With 29 years 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, SSAS’s, Unsecured Income Drawdown and Annuities.
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.