“One of the luxuries I see about this job is that I get to see inside all my clients’ dreams, goals and aspirations. That’s not something everyone gets to see and it is invaluable in both planning for others and myself. My goal is to continue to build Deep Blue Financial Ltd into one of the highest quality IFA and employee benefit companies in the South of England.”
Clive Corbett Director / Adviser Business Card
Clive is a co-founding Director of Deep Blue Financial Ltd and has been advising clients for over 25 years. Clive divides his time working with both corporate and individual clients. He specialises in all aspects of corporate and individual pensions, investment and inheritance tax work and is very passionate and enthusiastic about his work and profession.
Clive lives locally and is married with four children, and in his spare time he can usually be found either on top of or under the water.
Andrew Peters Director / Adviser Business Card
Andrew is Clive’s business partner and co-founding Director of Deep Blue Financial Ltd. With over 29 years experience in financial services, he specialises in the pensions and investment markets.
Andrew lives in The New Forest with wife Debi and their two children Tara and Sam. He keeps very active with hobbies including: football, squash, snowboarding and his greatest passion, diving.
Paul Bamsey Adviser Business Card
Paul began his career as a financial adviser back in 1997. He specialises in all aspects of corporate and individual pensions, investment and inheritance tax work. He is the company long-term care specialist.
When not advising on financial matters, Paul lives on a smallholding in Sussex with his wife, stepson and his twin children. Life here is good – he is surrounded by sheep, pigs and chickens.
Dean Tiller Adviser Business Card
Dean has over 25 years’ experience in financial services, of which 10 years has been advising clients. He specialises in providing advice to individual clients in the protection, pension and investment markets. He also provides advice on inheritance tax, along with Wills and Last Power of Attorneys.
Dean lives in Chandlers Ford with his partner Nicki and daughter Isobel and any spare time is taken up with spending it with the family or cycling with normally some challenge being planned.
Stewart Davidson Adviser Business Card
Stewart joined the finance industry in 1999, working through the ranks within 2 major Providers he became an Adviser in 2008. He specialises in pensions, investments and protection, while also touching on inheritance tax matters.
Stewart lives on the edge of the New Forest with his wife Tina and 2 children, Ava and Haydn. They have a chocolate Labrador called Jack and a cat called Holly.When not advising, Stewart enjoys golf, motorsports and ice/inline hockey.
Katrina Francis Office Manager Business Card
Katrina joined Deep Blue in 2006 as an administrator and has since become our office manager. Katrina is responsible for the day-to-day running of the office and deals with all staffing as well as the accounts for the company.
Outside of work, Katrina enjoys spending time with her children and grandchild. She enjoys going to the theatre and holidays abroad with her family. She is also an avid Michael Ball fan and is as proud as punch that he has an OBE!
Sarah Jubb Head of Paraplanning Business Card
Sarah joined Deep Blue back in 2004 and has worked in financial services for most of her working life. Following years of administration roles, it was a natural progression to end up in a paraplanning post. As head of the paraplanning team, Sarah supports and manages other paraplanners. Sarah is currently studying for the last part of her diploma.
Outside of work she enjoys socialising with friends and family as well as making the most of her free time at weekends.
Sarah was recently in the New Model Adviser – to see the article click here (http://citywire.co.uk/new-model-adviser/news/paraplanner-profile-sarah-jubb-of-deep-blue-financial/a678466 )
Cheryl Shires Paraplanner Business Card
Cheryl joined Deep Blue Financial in February 2013. She has had a wide and varied career in financial services. Cheryl particularly enjoys the challenges of research and report planning.
In her spare times, she enjoys spending time with her family and walking her two miniature Schauzers, Lola and Beatrice.
Laura Bailey Paraplanner Business Card
Laura joined Deep Blue in February 2014 as a trainee Paraplanner after working at a local IFA. She is now a fully-fledged Paraplanner and is currently working towards her level 4 diploma. Laura enjoys calculations and sorting out the technical queries.
In her spare time Laura enjoys shopping, baking and spending time with her Toy Poodle, Minnie.