Last updated at 08:54, Thursday, 14 February 2013

Financial adviser Adam Elliott has joined David Allen Wealth Management.

Mr Elliott, 41, has more than 18 years’ experience in financial services.

He is qualified to advise individuals and businesses on all aspects of financial planning from pensions and investments to personal and business protection.

He also specialises in inheritance tax planning and retirement solutions.

He lives in Appleby and will be based at David Allen’s Penrith office. Previously, he ran his own financial advice business in Appleby.

Mr Elliott said: “The financial services sector has undergone massive changes recently.

“In order to provide the level of service expected it is important to be part of an organisation that has the structure and support in place.

“David Allen definitely has that.”

Derek Baty, managing director of David Allen Wealth Management, said: “Having known Adam for years I am delighted to welcome him to our team. His knowledge and experience will greatly benefit our clients.”

First published at 08:46, Thursday, 14 February 2013
Published by http://www.cumberlandnews.co.uk