During business hours
With nine years of experience working for IFAs in administrative roles, Debbie has served as our client services associate for the past three years. She provides comprehensive administrative support to our financial advisers, including generating portfolio valuation reports, drafting investment and withdrawal recommendation letters, and processing various instructions related to pensions, ISAs, investment bonds, and accounts.
Prior to her role at Apogee, Debbie worked for 20 years in the field of economic development and urban regeneration within the Greater Manchester conurbation.
Out of office hours
Outside of work, Debbie finds joy in spending quality time with her teenage daughter and socialising with family and friends. She is a passionate cook with a flair for interior design.
Whenever possible, she delights in taking leisurely country walks and enjoys swimming to maintain her fitness levels.
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Apogee Wealth Management Limited is authorised and regulated by the Financial Conduct Authority (503713). Registered in England and Wales at No.1 Booths Park, Chelford Road, Knutsford, Cheshire, WA16 8GS. Company Registration Number: 06925283.
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