Clive is a co-founding Director of Deep Blue Financial Ltd and has been advising clients for over 30 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.
Name one person you would like to be stuck in a lift with.
Jacques Cousteau as a pioneer of underwater exploration and bringing into people’s living rooms… mind you, I’m not sure how my secondary education French would hold up!
Andrew is Clive’s business partner and co-founding Director of Deep Blue Financial Ltd. With over 34 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, sailing, snowboarding and his greatest passion, diving.
Name one person you would like to be stuck in a lift with.
Ho Chi Min.
I’ve only met him the once, he looked very well but was of course dead and is on display in a surreal environment in Hanoi.
A man who politically fought hard for the freedom of his country from prewar colonialism and then the squabbles of 2 superpowers.
I think I would ask the luxury of a pot of tea to have with him while we waited for the lift engineer.
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.
Name one person you would like to be stuck in a lift with.
Jeremy Clarkson – We could spend hours putting the world to rights talking about farming and the NIMBYs who run the local planning department and stop rural businesses developing. Might even talk about brewing beer.
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.
In his spare time, Dean enjoys cycling, going out on his motorbike and paddle-boarding.
Name one person you would like to be stuck in a lift with.
Bill Clinton – I met him briefly once, it would be good to get his view on his time in office and life along with his thoughts on the present situation and future.
Josh has over 15 years experience in the industry, first qualifying in mortgage advice in 2016 and progressing to achieve his advanced level 6 qualification in 2022. He specialises in advising clients on pensions and investments, inheritance tax planning and life assurance.
In his spare time he enjoys boxing at his local club, live events, going to the pub and spending time with family and friends.
Name one person you would like to be stuck in a lift with.
No one famous, just my best mate.
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!)
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!
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!
Lauren joined Deep Blue Financial as a Paraplanner in August 2024 having worked in Financial Services for 10 years.
Outside of work Lauren enjoys going to the theatre and exploring local historical attractions and National Trust houses.
What do you enjoy most about working at Deep Blue?
I’m looking forward to working on new challenges within this supportive team and continuing my studies towards the full Diploma.
Name one person you would like to be stuck in a lift with.
Paul McCartney – the things he could tell me about the 60s, Beatlemania and the stories behind their songs would be amazing and so interesting to hear.
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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