0330 038 8941
Based in York
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: February, 2014
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Deb and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
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
Deb has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Deb has received 6 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
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
Deb has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
Deb has not yet added their fees to their profile
Fees not yet added
Deb has not yet added their fees to their profile
27
Positive First Impressions
89% of VouchedFor users have had a positive (4 or 5 star) first experience with Deb (based on 27 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
Deb and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
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
Deb has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Deb has received 6 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
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
Deb has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
Deb has not yet added their fees to their profile
Fees not yet added
Deb has not yet added their fees to their profile
27
Positive First Impressions
89% of VouchedFor users have had a positive (4 or 5 star) first experience with Deb (based on 27 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
Household income
Savings
Clients' level of financial expertise
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