A mortgage and protection expert with sixteen years’ experience has joined the David Allen Financial Services team
Donna Wilson from Terregles is one of the latest recruits to join the David Allen team in Dumfries where she will be offering a highly experienced and knowledgeable service to her clients.
Having previously worked for the Bank of Scotland, Donna has sixteen years banking experience, specialising in providing mortgage advice to clients by assessing their individual needs and circumstances. Within this role Donna will also establish if the customer requires protection to go alongside any borrowing recommended. She will be offering advice from the whole of the market.
Donna said: “Whilst networking in my previous role I met staff from David Allen. I found them to be friendly, professional, and forward thinking. Their client’s aspirations and needs are always a priority and these values are something I admire. I enjoy providing the service that I do, ensuring my clients have peace of mind is very important to me and I look forward to widening our mortgage and protection service in the Dumfries area.”
Amy Muirhead, Manager, said “It is fantastic that the calibre of individual like Donna is keen to join us and reinforce our offering to clients throughout Dumfries & Galloway. The mortgage and protection market is vast and it’s important to have people with Donna’s experience and passion for helping customers. We have a fantastic brand and I am really chuffed that we can continue to expand our team and expand our customer base”
With her Certificate in Mortgage Advice and Practice (CeMAP), Donna is well equipped to provide an excellent service to our clients. Buying a home or remortgaging can be an anxious time so Donna prides herself on providing a friendly, professional service throughout the whole customer journey, helping her clients every step of the way and keeping them updated and informed throughout the process.
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