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.

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.

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.

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 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.

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.

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.

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.

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.

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.

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.