David Allard

David Allard

CEO

Dave is married with three teenage daughters so he believes that he knows something about financial pressures. He lives in a village in Surrey in a house with a lot of history which he and his wife, Maria, have lovingly restored.

Dave is very active in all areas of his life and follows a number of sporting paths. He is a keen golfer and water skier. He runs, cycles and swims regularly. He is also a great fan of England and Lions rugby. Dave also has a big interest in a charity called Hope and Homes for children which helps take orphans off the streets or out of state institutions and puts them into caring family homes. In 2009 Dave and his practice bought their first family home in Romania. This allowed ten children to be moved from a fairly desperate state institution into a loving family home

Dave has been in financial services for over thirty years. He is very proud of the business he has built and the people he works with. He has a large client base full of wealthy and successful clients. His two key drivers are care for clients and delivering promises. He thrives on his work and in developing the people around him. He also believes that anyone who is keen to improve their finances should have access to good advice. He hates any nuisance factors in his life and, therefore, wants to remove nuisance factors from the financial lives of his clients.

Working with Dave definitely requires a sense of humour. He has developed an office culture where fun is matched to a great work ethic. He also believes that dealing with your finances should be an interesting and potentially even exciting pursuit.

CONTACT US TO RECEIVE ADVICE TODAY

0207 710 3402

Book a Consultation

FLM Ltd. introduces to St. James's Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.

Financial Lifestyle Management Ltd. Registered in England No. 4426632.