“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 28 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. 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.
Campbell Wilson Adviser Business Card
Campbell has over 20 years’ experience in financial services, of which the last 10 years has been advising clients. He specialises in providing advice to individual & corporate clients on Pensions, Investments, & Protection markets. He also provides advice on inheritance tax, auto-enrolment, and director planning.
Campbell lives in Liss with his wife, Hannah, and children Libby, Nate, & Freya. His spare time is taken up with spending it with the family or playing rugby (now & again) or watching any sport.
Jamal DarweishAdviser Business Card
Jamal has a wealth of Financial Services experience, being in the industry advising clients on various aspects of banking and finance for over 10 years. He prides himself on giving exceptional service and believes in building long lasting relationships with all his clients.
Jamal lives locally in Whiteley with his wife and children (who keep him extremely busy and more grey by the day!). He sees himself as a bit of a ‘master chef’ in the kitchen and when not with the family he likes to keep fit in the gym.
John Poulter Adviser Business Card
John has over 30 years experience helping customers meet their financial goals in the UK and wider afield in the Channel Islands, Ireland and Switzerland. He prides himself in providing excellent ongoing customer service.
John lives in Winchester and enjoys spending time with his family, playing tennis and assisting his daughter’s equestrian show jumping.
Gillian Yates Adviser Business Card
Gillian has been in the financial services sector for over twenty years, mainly looking after private clients, although she has also worked in both corporate financial planning and employee benefits.
She has spent much of her career putting together investment strategies for tax planning, and is also very experienced in the IHT arena.
Gillian has always believed that holistic planning will provide the best long term results for clients and that the products are just the tools to facilitate the plan.
Outside work Gillian is a keen hiker, enjoying the gym, theatre and concerts, as well as socialising with friends and doing as much travelling as she can.
James Murphy Adviser Business Card
James has over 10 years financial services experience working with some of the UKs leading Pension and Investment providers. James specialises in Holistic planning working with individual clients to understand their financial goals, making sure that their current investment strategies are in line with their personalised objectives, ensuring both investments and income are structured as tax efficiently as possible.
James lives in Chichester with his Fiancé Aisling, in his spare time he enjoys football, keeping fit and walks in the countryside with their dog Tayto.
Rod Warne Adviser Business Card
Rod has worked in financial services for 30 years and has built up a wide range of knowledge and experience with the early part of his career as a Branch Manager and latterly a Financial Adviser for Lloyds Bank.
After leaving Lloyds he has continued to provide tailored financial advice to clients within Hampshire and the surrounding areas. He holds the Diploma in Regulated Financial Planning, which enables him to help clients across all areas of their financial needs from Investments, to Pre and Post Retirement Planning, Protection and Estate Planning and provide holistic financial planning.
He is passionate about working closely with clients and showing them how they can achieve their financial goals whilst making his advice simple and easy to understand. Thereby helping clients to achieve their life goals and lead a Lifestyle they want without fear of running out of money later in life.
His emphasis is on building and maintaining long-term relationships with clients and provide them with a source of trusted advice as their financial needs evolve over the years.
In his spare time, he likes to spend time exploring the New Forest close to where he lives, going to the gym when he has the opportunity and visiting family on the Isle of Wight.
Katrina Francis Office Manager Business Card
A committed and long-standing member of the Company, Katrina’s focus is on the smooth running of the Deep Blue office and the welfare of her staff. In her role as Office Manager, Katrina is responsible for the recruitment and supervision of the administration and Paraplanner workforce along with the interviewing and short-listing of potential Deep Blue consultants. Her dedication to Deep Blue Financial and her longevity as Office Manager mean that she is a highly respected member of the senior management team.
Katrina is very much a family orientated person with a wide circle of close friends. Specialising in cooking for the masses, Katrina’s house is never empty at the weekend! Her ideal lunch partner would undoubtedly be Michael Ball – he would definitely be welcome at her dinner table.
Sarah Jubb Compliance Officer
Sarah is a long-standing member of the Deep Blue team and she has worked hard to progress through the administrative ranks to her current role as Compliance Officer. A particular strength is her product knowledge making Sarah a pivotal point of contact for case discussion with the Deep Blue Financial Advisers.
In her spare time, Sarah enjoys socialising with her friends and work colleagues. She is very keen on home improvements and has undertaken several large projects over the past year.
Cheryl Shires Senior Paraplanner
Cheryl joined Deep Blue Financial in February 2013 as fully Diploma qualified paraplanner. Due to her wide and varied career in financial services, she has extensive pension and investment knowledge which is frequently used when training new staff members. Cheryl particularly enjoys the challenges of technical research and report writing and is always keen to learn. She continues with her financial service studies to ensure that she keeps abreast of the constant industry changes.
In her spare time, she enjoys spending time with her family and walking her three Miniature Schnauzers; Lola, Beatrice and Pixie.
Caroline Pearce Paraplanner
Following a successful start as a Deep Blue Financial Administrator in January 2015, Caroline has rapidly progressed to a paraplanning role. Her previous administration knowledge and her ability to learn has enabled Caroline to establish herself as a valued member of the team.
Outside of work hours, Caroline enjoys baking and spending time with her French Bulldog, Derek.
Graham Southwell Paraplanner
Graham joined Deep Blue Financial Ltd in July 2019 as a Paraplanner. Graham has 12 years’ experience within the financial sector, working in various roles at Old Mutual Wealth and passed his Diploma in Financial Planning in 2019.
In his spare time he loves to spend time with his wife and daughter. Graham is a keen cyclist and has just taken up running after signing up for a duathlon.
Heather DickinsonTechnical Administrator
Heather joins Deep Blue with over 2 years of experience within financial administration, and has decided to move to a more technical role within administration, Heather plans to complete her financial diploma and become a qualified paraplanner.
In her spare time she enjoys spending time with her boyfriend, which usually includes frequent trips to their second home in Spain, watching the latest movies in the cinema, relaxing at home, cooking together or planning their next trip away. She is also a dog lover and frequently joins her friend with her dog walking business to help out.
Tammy Rooke Technical Administrator
Tammy joined Deep Blue Financial in November 2017 as an Administrator.
In her spare time she enjoys spending time with her family and friends, particularly with her Grandson. She enjoys Formula 1 racing and makes it a point to watch it every fortnight in season.
Rebecca Fitall Personal Assistant/Administrator
Rebecca started work on our reception desk back in 2012 and quickly worked her way up to administration. In late 2014, Rebecca was made the senior administrator for Deep Blue Financial Ltd, where she supported and managed the whole of the administration department.
Since returning to work in March 2018 after taking maternity leave, Rebecca now works as a part-time Personal Assistant to the office manager.
Outside of work Rebecca enjoys spending time with her husband, and two young sons, as well as socialising with friends.
Jessica joined Deep Blue Financial in February 2019 as a Receptionist.
In her spare time she enjoys relaxing with her family, friends and dog Bumble, going to the cinema and planning her next holiday.
Laura joined Deep Blue Financial in March 2020 as an Administrator, with two years’ experience within Financial Administration.
In her spare time, Laura enjoys spending time with her family and friends, going on long dog walks with her two Patterdale Terriers, Milo and Jaz and planning her next holiday adventure.
Lauren MorrellPersonal Assistant
Lauren joined Deep Blue Financial in February 2020, with over 18 months PA experience and a background in Administration, as full time PA to Office Manager Katrina.
In her spare time, Lauren enjoys anything social, from trying new places to go out for dinner to bowling and crazy golf. Lauren loves holidays, whether that be relaxing on sunny beaches or exploring new cities on weekend getaways.