Debra has experience of providing compliance support for financial advisers, mortgage advisers and general insurance brokers.
She also has experience of working as a paraplanner in a varied career, which spans some 16 years working in financial services.
Finally, Debra is qualified to Diploma level, putting her on a par with the standard required to give financial advice. She is a member of the Personal Finance Society.
Debra has the key skills needed to help your business identify and solve its compliance problems.
She combines the important skills of being a great listener and brilliant communicator, with a practical and positive mindset, which results in real change to the businesses she works with.
Debra is approachable and also has the tact and diplomacy the compliance consultant role requires; you can’t expect her to always agree with you and say “yes”. You can however expect her to give you the answer which is right for your business.
T: 07809 644611