Deborah Trelease

Deborah Trelease

Azets Wealth Management

Minimum savings/pensions: Over £100,000

0330 038 8941
Based in Newcastle-upon-Tyne
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Top Rated 2025
Verified since: June, 2023

4.9 out of 5

57 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 26 March 2025

    Deborah is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Deborah's status

  • 19

    Recent Client Reviews

    Verified reviews: 100%

    Deborah has received 19 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 15 October 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Deborah has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Deborah has not yet added their fees to their profile

  • 3

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Deborah

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Deborah (based on 3 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 26 March 2025

    Deborah is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Deborah's status

  • 19

    Recent Client Reviews

    Verified reviews: 100%

    Deborah has received 19 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 15 October 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Deborah has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Deborah has not yet added their fees to their profile

  • 3

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Deborah

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Deborah (based on 3 first impressions)

I have been working in Financial services since 1987 and have continuously worked towards my Fellowship ! I was a mortgage adviser at the age of 16 I am passionate about my clients and my goal is to understand how I can look after them and their families both now and future proofing planning arrangements I have a diverse portfolio of clients from entrepreneurs tax planning and savings to pension income drawdown and inheritance tax planning. I also look after a number of Trustee investments and work with my tax colleagues or lawyers closely in all aspects of work I do . I have several companies I look after their investment planning as well as the Directors of the companies and key individuals Im a big believer in service and I say that any adviser can set up an initial investment but it really is the ongoing discussions and planning that I hope makes me stand out from other advisers

Offers available through VouchedFor

Contact Deborah through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Deborah's clients

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Adviser Disclaimer

Azets Wealth Management is a trading style of Azets Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Registered Office: Bulman House, Regent Centre, Gosforth, Newcastle upon Tyne, NE3 3LS. Company Number 05674020. Incorporated in England. Azets Wealth Management Limited is a subsidiary of Azets Holdings Limited.