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Debby joined Perspective as a Financial Planner in December 2016 and has been working hard to establish relationships with both existing clients and new clients alike.

Debby has been working in financial services for over 20 years and has experience and expertise advising clients on Retirement planning, Investment planning and Mortgages as well as Protection for individuals and businesses. She is also our Equity Release mortgage specialist.

Debby holds the Diploma in Investment Planning and is currently working towards Chartered status, having completed the Taxation and Trusts (G10) module. She has worked as an adviser within a large national Building Society as well as advising group clients as part of an accountancy firm. This has given her a wealth of knowledge and experience which she is happy to share when she assists her clients towards achieving their financial goals.

Other contacts

Tim Langman DipPFS, CertPMI

Managing Director & Financial Planner

Joe Reed FPFS

Technical Director & Chartered Financial Planner

Graham Evans CertPMI

Compliance & Practice Manager

Registered in England & Wales No: 03120930. Registered Office: Paradigm House, Brooke Court, Wilmslow, Cheshire, SK9 3ND.

Perspective (South) Ltd is a subsidiary of Perspective Financial Group Ltd.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service Exchange Tower,
London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9 123
www.financial-ombudsman.org.uk

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