Senior Partner Practice of St. James's Place Wealth Management
Having worked within Financial Services for the past 19 years, Debbie is incredibly client focused and is dedicated to providing the highest level of service to her clients. As an experienced adviser she can offer financial advice in a number of areas including; investment planning, retirement planning, inheritance tax planning and personal or business protection.
Debbie takes a personal approach with all her clients, taking the time to get to know what is important to them and their family. Her focus is finding out what a client’s financial goals and objectives are and making a robust plan to help to achieve them.
In her spare time, Debbie enjoys snowboarding, the gym, DIY and festivals!
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Capstone Financial is a trading name of Capstone Financial Management Ltd. Capstone Financial Management Ltd is registered in England and Wales, Number 09225559. Registered Office: 35 St Thomas's Road, Chorley, PR7 1HP.