Deborah Tate

DipPFS CeMAP
Senior Financial Consultant
phone symbol 0113 387 8240
mobile symbol 07540 237665
Background

Having spent 10 years working for large financial Institutions, 7 of which were based in the Isle of Man. I joined CHN in 2010, having settled back down to my Yorkshire roots! I initially began as their Protection Consultant. Working for a smaller organisation was a real breath of fresh air. Client’s best interests truly are at the centre of every decision made and I knew immediately that the business was right for me. With the support of the firm I studied hard and progressed to advising in all areas of financial planning. I have built fantastic client relationships & continue to take great pleasure in what I do.

Areas of Expertise

Bespoke individual solutions for those planning retirement & advice for families wanting to plan effectively to safeguard their children’s future. All forms of tax efficient business protection, including Director Share Purchase arrangements & Key Person Insurance. Mortgages which may be considered complex particularly for the self-employed and Company Directors.

Services for Individuals

Retirement Planning, Investments, Protection, Mortgages (Residential and Buy to Let).

Services for Businesses

Retirement Planning, Investments, Protection, Mortgages (Residential and Buy to Let).

Hobbies

Having fun with my children, camping, walking, reading & occasionally relaxing.

Interesting Fact

Once hitched a lift from Norman Wisdom. For his amusement he called me Doris the whole journey.