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I joined David Allen Financial Services as a Mortgage and Protection Adviser, predominantly based at our Penrith office. While I help clients across Cumbria, my support extends nationally, ensuring everyone can access expert advice tailored to their needs.
I joined the team in 2024, drawn by David Allen’s strong professional reputation, brand awareness, and the diverse range of clients we serve. The company’s values of professionalism and respect resonate deeply with me, and it’s a pleasure to work within a team that shares these principles.
What I love most about my role is the variety it brings and no two days are ever the same. I have had the privilege of working with fantastic clients, each with their own unique goals and circumstances, from first-time buyers and home movers to those looking to release equity or secure commercial finance. I take the time to understand their aspirations and help them find the most suitable mortgage options, while also guiding them on protecting their assets and financial future.
With a background in property sales and acquisitions, I bring a well-rounded perspective to the mortgage process. This experience allows me to offer valuable insights and guide clients through their purchase. Building strong relationships with my clients is at the heart of my approach. My goal is to make clients feel informed, supported and confident in their decisions every step of the way, this commitment to client care means I’m always accessible and ready to go the extra mile.
When I’m not working, you will often find me riding racehorses and helping my father at his pre-training yard or exploring the beautiful Lake District.
If you are looking for personalised advice on mortgages in Penrith or beyond, I would be delighted to help you achieve your goals.