Debbie joined the team in June 2019 following 14 years’ experience in financial services and customer services, so is one of our most experienced staff members. Debbie processes new applications, income requests and other changes to existing policies and plans.
Outside of work she enjoys spending time with her grandchildren.
When our clients talk about what it’s like to work with us, certain words come up time and again: we make them feel comfortable; we give quality advice; we make financial advice accessible to anyone who needs it. The case studies, testimonials and reviews we’ve collected over the years speak for themselves – take a look and you’ll see what we mean.
