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Our Managing Director, Steve Balmer, who is also one of our Independent Financial Advisers has worked in the industry for 25 years, and for David Allen for almost ten years.  He brings to the table a wealth of knowledge, expert advice, and peace of mind, which clients find incredibly beneficial.

Steve’s client Julia Myerscough, was so impressed with Steve’s service, she provided the most fantastic feedback:

“Steve Balmer was recommended to me by a friend.  I first met Steve when I was in my early 50’s, at a significant turning point in my life and feeling vulnerable because I wasn’t financially savvy.  I had little idea about how much was in my pension pot, let alone how to plan for retirement!

I have spent over two years working with Steve to achieve my goals now.  I can honestly say that I have found an adviser with a ‘back to basics’ approach, who provides clear, non-techy advice and guidance.  He has given me the insight and confidence to develop what I now know was a high-risk investment portfolio to one that better suits my needs and aspirations.  It is thanks to Steve’s guidance and support that I was significantly better protected from the stock market volatilities during 2020.  If I had not had the benefit of his experience and left my investments where they were, I would have lost much more than I was comfortable with.

What sets Steve apart is his enthusiasm to provide an exceptional service and a keen interest in developing an ongoing relationship with me, his client.  I like the fact that he is not remote;  he is always available to answer questions or provide advice.  I also like the fact that he takes the time to talk me through the complex financial documentation and helps me to really understand what it all means for me.”

We spoke to Steve after he received this fantastic testimonial from Julia, and needless to say he was delighted at the impact he’d had on not only Julia’s finances, but the way she now feels about investing;  “Knowing that I have a happy client and that I have given them peace of mind with their finances is what is most important for me; this is the most important part of my job.”

If you would like to speak to Steve, or any one of our fantastic Independent Financial Advisers please don’t hesitate to contact us.