David Allen
Financial Planning Consultant DipFA in Torquay
A little bit about David
David is a Diploma Qualified Financial Adviser who provides Face to Face advice on Pensions, Investments, Insurances
David is based in Torquay, Devon and offers a Free initial consultation at a time and place to fit around your busy lifestyle.
David has been working in the local community since 2010 offering advice to both individuals and businesses.
Start the conversation
Speak to me if you’d like to give your finances a spring clean or are thinking about freshening up your long-term plans.
Contact me today
An adviser’s insight
Enjoy the feel-good factor of a financial spring clean
With the start of a new tax year, now is a great moment to take a little bit of time to get your finances in order and look ahead to the next 12 months and beyond.
I can help you take a fresh look at your finances and put a plan in place to help your money work hard for you over the next year. This can include ensuring that you’re maximising your new tax-free savings and gifting allowances.
We can also consider any important updates to your circumstances, such as a pay rise or promotion, or changes to your family.
Now is also a good time to review your longer-term goals and check in on your retirement savings. A cashflow model is an excellent way to do this as it can help to show how on track you are, if you need to make any adjustments, and the positive impact that even a few small changes made today can have on your finances over the long term.
Click on the contact me today button at the top of my profile to discuss how I can help you.
Services
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Investments
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
General Insurance
Home contents insurance, buildings insurance.
Testimonials
LG
David has been my financial advisor for a number of years now and I have nothing but good to say.
Through David's sound advice and expert knowledge he has got me to a place financially where I have been able to take early retirement so I can become a full time carer for my elderly mother and not have any concerns if we can cope money wise.
David is always happy to talk through any worries I may have and puts my mind at ease, he never makes me feel like I am being a nuisance .
He and his wife Sylvia ( not forgetting Ted the dog) feel more like friends now rather than me just being a client.
I am so impressed with the service I have had from David that I sing his praises and recommend him to all my friends and family.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.