We are delighted to announce that Paul Mason and Jodie Ingleby have both joined the growing team at David Allen Financial Services (a BECBC member).
Paul is a fully qualified independent financial adviser with more than 13 years experience in financial services, in various roles including compliance management and more recently in providing financial advice to individuals and businesses across a wide range of areas including investments, protection, and retirement planning. During his career to date he has gained invaluable experience working for a local building society and most recently for a local accountancy practice where he looked after a portfolio of clients across the county.
Speaking of his move to David Allen Financial Services Paul Mason said “I have been given a fantastic opportunity to build my knowledge and expertise in a rapidly expanding business where the client sits at the heart of everything we do – this was the ultimate attraction to the role for me. As independent advisers we truly have the opportunity to search the whole of the market and find the very best options for each client we work with. I look forward to meeting new clients, building new relationships and providing practical advice to everyone I work with, which will be key to securing their financial future.
Paul will be supported in his role by Jodie Ingleby, an experienced Paraplanner who also joins the team. Jodie will work alongside Paul to ensure that collectively they support the business as it continues to grow and move forward. With their wealth of experience they will deliver an outstanding service experience for clients that is rarely seen in the sector. Whether it’s at home or at work, in their office or during the evening, the team at David Allen recognise that clients shouldn’t have to spend their precious spare time in endless appointments trying to sort their finances. They do the hard work for you, searching the whole of the market to ensure that each client receives the best deals available all of the time, every time.
Steve Balmer, Managing Director of David Allen Financial Services said “I am delighted to have both Paul and Jodie join what is already a fantastic team of people. I am committed to the development and growth of our team and Paul and Jodie joining us are great examples of how, together with our people, we will continue to grow and develop and create long-lasting, valuable relationships with clients as we go. Their experience and expertise will further strengthen our business and I am looking forward to working with them both as we move into the future and feel excited for what lies ahead for us all, as I believe that we offer that little something that the competition does not.
To benefit from a fresh approach to your finances and your FREE financial health check, call Paul or Jodie on 01228 711881 to arrange your appointment.