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Deborah Tate

Chartered Financial Planner & Associate Financial Consultant

Get to know Deborah

Find out about our team members.

What do you enjoy most about the work you do?

Learning about people’s lives, families and businesses. People are fascinating, I never tire of listening.

How do you like to start your day?

Coffee, always coffee!

What advice would you give to your teenage self?

You’ll regret the things you haven’t done, not the things you did.

What’s your guilty pleasure?

A big fat pint of pale ale! (although the older I get the less guilty I feel! If you can’t have a treat what’s the point!)

What three words would your friends use to describe you?

Pain in the…….

What three items would you take with you to a deserted island?

Coconut rum, something to play music on, sunglasses and my Jack Russell Peggy (that’s four I know!)

Meet the rest of my team

Sofia Tate

Consultant Support

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