Jodie Wilkinson

I started working for David Allen in 2017, having worked in the Financial Services industry for around six years.  Overtime I built up a lot of knowledge and experience in Financial Services, so I decided to pursue a career in this.

Before beginning my career with David Allen, I worked for a local pension provider, moving onto a small financial services company.

I joined the team as a Paraplanner working alongside the Advisers and have loved my journey so far.  I am very passionate about my job.  Everyone in my department does a fantastic job and I feel we have a great team who work well together.  My personal strengths are communicating with clients and being on hand whenever they need help with their finances.  We strive to provide excellent customer service to all of our clients.

I lived in France for 6 years and speak fluent French!  I spend most of my free time on holidays or walking the fells in the beautiful Lake District.