Will Allen Financial Planner

Will Allen

Position: Financial Planner

Will Allen joined the team at Isis in 2019, after three years in Healthcare Communications. Will holds the Diploma in Regulated Financial Planning (DipPFS), as well as the Certificate in Discretionary Investment Management (CertDIM). Will works closely with the Isis team and clients across all aspects of financial planning, specialising in investment planning.

Will is working towards the Advanced Diploma in Financial Planning (APFS) with the view to becoming a Chartered Financial Planner. He holds a bachelor’s degree in French from University of Leeds and, although he is based in London, not only visits clients in the capital, but in Oxfordshire, the south of England and throughout the UK.