Tessa Allen

Tessa Allen

Manager, Private Client Services

Tessa has been involved in client services for more than 15 years within the finance sectors including trusts, companies, funds and pensions, working with corporate and UHNW individuals/family offices on investment, trust and fund structures within private equity and real estate. Tessa has vast experience of SPVs, Limited Partnerships and complex retirement structures building strong relationships with IAs, Tax Advisors, Law Firms and Property Specialists across the UK and Europe. 

Tessa embraces client relationships and ensures high service levels are consistently achieved, assuring continued excellence of respect, patience, empathy and responsiveness. She has studied throughout her career to include legal, regulatory and governance through the CII, CLT and BPP continuing her attendance at senior management courses, seminars and networking events. 

In her spare time, Tessa enjoys taking her rescue dogs for beach walks, volunteering and planning regular get-togethers with family and friends.