Meet the Team​

Our Support Team are based in our Head Office in Fareham, Hampshire. Whether it’s a conversation on the phone, an e-mail or if a visit to the office, you will find they are all very helpful and will welcome you with a smile. We are very proud that we have an organically grown team with the majority of our team having been with us for many years. We have a true team approach to financial services.

Our Team

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Katrina Francis

Office Manager

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.

What do you enjoy most about working at Deep Blue?

I like that no 2 days are the same – it’s hard work but it’s rewarding.

Name one person you would like to be stuck in a lift with.

It would obviously 100% be Michael Ball but everyone has told me this answer is too predictable, so I would have to say Olly Murs (a young Michael Ball!)

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Sarah Jubb

Compliance Manager

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.

What do you enjoy most about working at Deep Blue?

The variety and challenges it provides, no day is the same!

Name one person you would like to be stuck in a lift with.

The legend that is Dave Grohl!

Steven Wall

Paraplanner

Steven joined Deep Blue Financial in May 2022 as a Paraplanner, with over 7 years industry experience. He is currently studying toward his Diploma qualification.

In his spare time, Steven enjoys going to the gym, spending time with his family and dogs, planning holidays and watching Portsmouth FC. 

What do you enjoy most about working at Deep Blue?

The amazing team and the variety that comes with the role.

Name one person you would like to be stuck in a lift with.

James Acaster – his jokes would keep me entertained!

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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 cooking, going out for dinner and spending time with her family and friends 

What do you enjoy most about working at Deep Blue?

I enjoy the team that I get to work with and that we are all eager to help each other when needed.

Name one person you would like to be stuck in a lift with.

David Attenborough – I think he would have great stories to tell!

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Rebecca Fitall

Administrator/Personal Assistant

Rebecca started working on our reception desk back in 2012 and quickly worked her way up to the Senior Administrator role in late 2014, where she supported the administration department. After maternity leave with her son, Rebecca became PA to the Office Manager in 2018.

Since returning to work in October 2020 after taking maternity leave with her daughter, Rebecca now works as a part-time Senior Administrator for Deep Blue Financial Ltd, also helping in her previous PA role.

Outside of work Rebecca enjoys spending time with her husband, and three young children, as well as socialising with friends.

What do you enjoy most about working at Deep Blue?

The Team, everyone at Deep Blue brings something special to the office dynamic, making each day feel less like work.

Name one person you would like to be stuck in a lift with. Denzel Washington – for his calming voice!

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Jessica Feltham

Technical Administrator

Jessica joined Deep Blue Financial in February 2019 as a Receptionist. She has progressed steadily through different roles and has most recently been promoted to Technical Administrator.

Jess looks after everyone and makes sure the office runs smoothly at all times.

Outside of work she enjoys watching the latest films at the cinema, spending time with her Cockapoo puppy Billy and planning her next holiday.. or two!

What do you enjoy most about working at Deep Blue?

The people and the friendships I have formed over the years.   

Name one person you would like to be stuck in a lift with. Jim Carrey because he’s hilarious and would keep me entertained for hours!

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Paige Greenham

Technical Administrator

Paige joined Deep Blue Financial in May 2021 as Review Administrator, with over 8 years administration experience. In August 2021, Paige progressed to a Technical Administrator role 

Outside of work hours Paige enjoys spending time with her family and socialising with friends. Paige loves going on holidays, visiting new places and spent 1.5 years travelling the world with her partner.

What do you enjoy most about working at Deep Blue?

The working environment and the diversity of the role.

Name one person you would like to be stuck in a lift with.

James Corden. He can sing to me and keep me entertained.

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Jasmine Clark

Review Administrator

Jasmine joined Deep Blue Financial as a Review Administrator in August 2021 with a background in administration.

In her spare time, she enjoys going out for dinner, going to the cinema and spending time with her friends, family and two cats Pixie and Poppy

What do you enjoy most about working at Deep Blue?

The team and how everyone helps each other

Name one person you would like to be stuck in a lift with.

Steve Irwin because I’m sure he has some amazing stories to keep me entertained

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Cathryn Allen

Administrator

Cathryn joined Deep Blue Financial in April 2021 as an Administrator. Cathryn has worked in an office environment for many years, working for different industries, however Financial Services is something new to which she is keen to learn.

In her spare time, Cathryn likes to keep fit by going to the gym, walking and cycling and also enjoys spending quality time with her family and friends.

What do you enjoy most about working at Deep Blue?

What I like about working at Deep Blue is the fact that we are a fantastic team – everybody helps each other out and there is never a moment when I feel I cannot ask for help, if and when needed.

Name one person you would like to be stuck in a lift with.

I’d like to be stuck in a lift with Daniel Craig – (if someone is going to get us out of a situation, it’s him! If not, I can just sit and look into his gorgeous blue eyes)

Mackenzie Kerr

Administrator

Mackenzie is our newest member of staff at Deep Blue, joining us as an Administrator in January 2023. Mackenzie has previous experience within an office environment from being an Account Manager in her previous role.

In her spare time she likes to spend time with her three younger siblings and relaxing at home with a good book.

Mackenzie loves going on cruises with her grandparents as she can explore so many countries and cities at one time, while also being with her two favourite people.

What do you enjoy most about working at Deep Blue?

Although I’ve only been here for a short period of time I’ve really enjoyed settling into my new role. The whole team has been super supportive and welcoming and you feel like they truly care about how you are doing and they’re always willing to help when you need it!

Name one person you would like to be stuck in a lift with.

If I had to be stuck in a lift with one person it would be Steve Backshall, he’s not scared of anything and he’d have some cool stories to tell me!

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Lauren Morrell

Personal Assistant

Lauren joined Deep Blue Financial in February 2020, with a background in Administration/PA work, as full time PA to Office Manager Katrina.

In her spare time, Lauren enjoys going out for dinner and trips to the cinema. Lauren loves holidays, whether that be relaxing on sunny beaches or exploring new cities on weekend getaways.

What do you enjoy most about working at Deep Blue?

I like the variety my role brings and the team I work with, who feel more like friends than work colleagues

Name one person you would like to be stuck in a lift with.

Liam Neeson because I feel like he’d be able to get us out!