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David Allan APFS

Chartered Financial Planner

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Office:

Chesham

David Allan

David joined Perspective in March 2026.

He has 26 years of experience in the Financial Services industry and became a Financial Advisor in 2014. As a Chartered Financial Advisor, David has broad experience and regularly supports clients and local solicitors with pensions and divorce planning.

His approach is guided by the principle “Would I advise my parents to do this?” He enjoys seeing the real impact of financial planning, whether helping someone retire with confidence or give financial support to their family without affecting their own long‑term plans.

Outside of work, David spends time with his family and enjoys mountain biking in the Chiltern Hills. He is also a classically trained musician. One of the top items on his bucket list is taking his family to Costa Rica to explore its wildlife, especially reptiles and amphibians.

What to do if we didn’t get something right

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

Contact

The Financial Ombudsman Service, Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9123

www.financial-ombudsman.org.uk