A new director has been appointed to a leading financial services firm.
Neil Edmondson will continue as an independent financial advisor for David Allen Financial Services, while taking on the senior role of director to assist in its strategic development and growth plans.
Neil is a highly experienced adviser, with over 23 years in the industry. He joined David Allen Financial Services in March 2020.
Neil lives in Kirkoswald and will also play a pivotal role in the strategic development of the Penrith office.
He said: “I am of course absolutely delighted with my progression within the firm. We have an amazingly positive and growing team which is an honour to be a part of. I am excited for the future and to have further influence on the development of our business.
“It feels very much like I have come full circle from beginning my career working for a small regional business, to then working for national and international businesses, to now working for a regional firm again.
“It was the way David Allen looked after their clients that initially attracted me to the firm, as well as the array of professional services they have under one roof, which meets so many clients’ needs. The David Allen approach is far more personal, I am able to ensure clients receive quality straight talking business advice, which is what it’s all about.”
Financial services managing director Steve Balmer said: “Despite only being at David Allen for two years, the impact Neil has made on our people internally and the incredible expertise he’s provided to our clients externally, has been exceptional.”
