Deborah specialises in providing tailored financial planning advice to a wide range of mainly private individuals, but also corporate clients and entrepreneurs. In her role as Financial Planner at our Leeds office, she specialises in inheritance tax mitigation, setting up trusts and inter-generational wealth transfer. She also has expertise in investment planning, pension options, retirement planning, and helping clients save for school fees.
Deborah joined the company in 2008 and is proud of having helped to establish the RBC Brewin Dolphin Financial Planning team in the Leeds office and of the personal relationships she builds with clients.
She began her financial services career in 1993 as a Tax Assistant at NatWest Bank before becoming a Financial Planning Manager at Grant Thornton in 1996 where she provided advice to private clients, trustees and entrepreneurs. She is a Certified Financial Planner and has a Diploma in Financial Planning.