“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.
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 role also includes payroll and management of the accounts. 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 Shires Senior Paraplanner Business Card
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.
Sarah Jubb Head Paraplanner Business Card
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 Head Paraplanner. A particular strength is her compliance and product knowledge making Sarah a pivotal point of contact for initial case discussion with the Deep Blue Financial Advisers and the Compliance Officer. Sarah manages a team of four Paraplanners ensuring the smooth and timely processing of the department’s workload. She continues with her financial services studies and is a valued source of knowledge.
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.
Laura Bailey Paraplanner Business Card
Laura joined Deep Blue in February 2014 and is now a fully-fledged Paraplanner who is currently working towards her level 4 diploma. She is studying for her protection exam and is currently two exams away from gaining her level 4 diploma. Laura enjoys in depth calculations, developing her knowledge further and looking into technical queries.
Laura has a Toy Poodle, called Minnie and has recently started agility lessons with her. She enjoys country walks with her dog, shopping and baking. She loves home grown food and has a vegetable patch in her garden and has fun attempting DIY.
Michael Trew Trainee Paraplanner Business Card
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.