Our Team

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.

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.

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.

Having previously worked in the corporate finance sector, Mike joined Deep Blue Financial in May 2017 and was particularly keen to experience paraplanning in a smaller Independent Financial Advisory firm. He has found his niche within the Deep Blue Paraplanning team. Mike has a particular interest in more technical queries and continues to study for his Diploma in Financial Planning.

In his spare time, Mike trains as a powerlifter and can be found at the gym most evenings with his girlfriend who also enjoys the sport.

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 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.

Shaun joined Deep Blue Financial Ltd in July 2019 as a Paraplanner and has over 7 years’ experience within the financial sector and has gained a variety of knowledge in this time. He has been keen to get involved working for a smaller independent financial advisory firm so he can gain his financial planning diploma.

He enjoys spending time with his long term partner Heather, taking their two dogs on long walks, socialising with friends, and planning holidays to visit new places.

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.

Zoe joined Deep Blue Financial Ltd in June 2019 as Senior Administrator. Prior to joining the team she has 6 years experience in the financial services sector.

In her spare time Zoe enjoys spending time with her partner and 2 dogs, and usually sat watching the latest craze on Netflix.

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.

Naomi joined Deep Blue Financial in October 2018 as a Part Time Administrator. Prior to joining the team she worked for 12 years in the financial services and software sector.

In her spare time she enjoys spending time with her husband and young daughter, baking, going to the movies, taking long walks along the beach. She also enjoys holidaying and visiting new places.

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.