Debbie is a Senior Wealth Manager with 30 years experience in UK Banking and Investments and also International Financial Services looking after the global expat community.
Debbie specialises in comprehensive financial planning for expatriates. She adopts a holistic financial planning approach which involves investment advice, risk management, protection and retirement planning.
One of the keys to financial success is the appointment of a professional adviser who works closely with clients to establish a carefully structured financial plan designed to achieve overall financial objectives.
Drawing upon her previous 25 years’ experience and the use of technical and fundamental analysis, Debbie works with clients assisting them to preserve capital and achieve respectable returns whilst ensuring that all of their financial needs and requirements are achieved both individually and for the whole family if relevant.
- FPC 1,2, 3 & 4
- MLIBF DipFA