Dip PFS, Barrister Intermediary
Member of the Legal Services Guild
Delivering an outstanding service to clients has always been Debbie’s passion and after such a long time in banking she decided to be client facing again. “I found it very rewarding talking to clients about their hopes and dreams for retirement,” says Debbie. “Getting to know my clients well, meant that they trusted me to advise them on how to achieve the income they needed from their pension pot. It’s so important to help clients have the right plans in place for retirement.”
As a Barrister Intermediary, she is registered with the Legal Services Guild. This is an organisation founded by a pre-eminent Barristers’ Chambers, with a national membership of Solicitors, Accountants and other professionals, all of whom are committed to the Guild’s Code of Conduct and exemplary levels of client care and protection.
Debbie has successfully completed the legacy planning examinations and a programme of accreditation registered for continual professional development.
She is fully qualified to discuss the legacy planning requirements of her clients. She advises clients on the legal documents required for Estate Planning and instructs Barristers to draw up these documents on behalf of the client.
True Bearing Legal Services was created by True Bearing Ltd to compliment the chartered financial planning service they provide. She is passionate about delivering an outstanding service to her clients and this dovetails perfectly with the True Bearing ethos.
Debbie lives in Walton-Le-Dale with her husband and son. Being a farmer’s daughter she enjoys the outdoor life; walking her dog and watching her son play for his football team, in all weathers!
- Powers of Attorney
- Wills, Trusts and Legacy Planning
For your business:
- Business Legacy Planning
- Business Powers of Attorney
- Cross Option Agreements
- Shareholders Agreements
Mobile: 07760 559312