Senior Partner Practice of St. James's Place Wealth Management
Deana was invited to join Navigation Wealth in 2020 having previously worked with Kirk Ella Investments for 11 years.
With 19 years’ experience as a Financial Adviser, Deana has assisted clients in building wealth and security, enabling them to plan for a retirement, often working alongside their accountants and legal advisers.
Her approach to personal and bespoke financial planning is tailored to individual clients needs helping them to meet their ambitions within agreed and defined timescales.
She is proud to have advised clients on solutions which have brought about much needed financial security at times of their personal crisis, such as the loss of a loved one, debilitating illness or divorce.
Deana s experience and ability allows her to both analyse and understand the most complex financial situations clients find themselves in, yet still empathise on a personal level. Her advice and solutions are presented as clear and unequivocal reports avoiding jargon and hyperbole.
Deana’s client base has been built around personal recommendation and she enjoys ongoing, long term relationships with clients and their families. Her portfolio ranges from professionals and business owners through to the smaller self-employed tradesmen and retirees.
Deana is a member of the Chartered Insurance Institute (CII), a Diploma Qualified Financial Adviser, currently studying for Chartered status. In addition she is highly regarded for her expertise in all matters mortgage related.
Her personal interests range from yacht racing and cruising both in the North Sea and off the coast of Scotland. She is also a member of her local ‘Sewing Bee’.
Deana lives in the East Riding of Yorkshire with her daughter Annabelle and their 2 dogs.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Navigation Wealth Management Ltd is registered in England and Wales, Number 11953339. Registered Office: Lumaneri House Blythe Gate, Blythe Valley Park, Solihull, West Midlands, B90 8AH, United Kingdom.