Deb Jacobs

Deb Jacobs

PenLife Associates - Chartered Financial Planners

Minimum savings/pensions: Over £250,000

0330 038 8941
Based in York
View location

Top Rated 2025
Verified since: February, 2014

4.9 out of 5

130 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 01 April 2025

    Deb and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 6

    Recent Client Reviews

    Verified reviews: 100%

    Deb has received 6 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 28 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.

  • 3

    Qualifications Uploaded

    3 qualification certificates available to view

    Deb has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Deb has not yet added their fees to their profile

  • 27

    Positive First Impressions

    89% of users who are not yet clients had a positive first experience with Deb

    89% of VouchedFor users have had a positive (4 or 5 star) first experience with Deb (based on 27 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 01 April 2025

    Deb and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 6

    Recent Client Reviews

    Verified reviews: 100%

    Deb has received 6 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 28 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.

  • 3

    Qualifications Uploaded

    3 qualification certificates available to view

    Deb has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Deb has not yet added their fees to their profile

  • 27

    Positive First Impressions

    89% of users who are not yet clients had a positive first experience with Deb

    89% of VouchedFor users have had a positive (4 or 5 star) first experience with Deb (based on 27 first impressions)

I have been a Financial Planner since 1998 and since then have achieved Chartered and Fellow status. Having worked in the industry for a long time, I have experienced the highs and lows of investing and, along the way, have worked with a huge variety of clients, all with very individual requirements. I can offer full independent advice and I can assist with every aspect of financial planning, including Retirement Planning, Investment Planning, Inheritance Tax Planning, along with Defined Benefit Pension Transfers. I believe my biggest skill is my ability to simplify complex scenarios, making them easy to understand for busy people who can easily feel overwhelmed by their finances. I enjoy working with people who are open to a transparent, honest, ongoing working relationship, which means I can really get to know the people I'm supporting. Outside of work, I love sampling tasting menus. That's mainly because I often get bored reading an actual menu, but also this kind of meal means I can try things I wouldn't normally order.

Offers available through VouchedFor

Contact Deb 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 Deb's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

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Savings

Clients' level of financial expertise

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