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Deb Jacobs
Director, Chartered Financial Planner, and Planner Team Leader
"The thing I love most about my job - that’s easy: the people. I enjoy working with a great team at PenLife as well as meeting new clients. But best of all is having clients who’ve been with me for years; it’s a privilege to go through the highs and lows of life with them."
Work
Deb has been a Financial Planner since 1998. That longevity means she’s experienced the highs and lows of investing and, along the way, has worked with a huge variety of clients, all with very individual requirements.
Deb’s experience means she can help with every aspect of financial planning, including Defined Benefit pension transfers. But her biggest skill is her ability to simplify complex scenarios, making them easy to understand for busy people who can easily feel overwhelmed by their finances.
Deb enjoys working with people who are open to a transparent, honest, ongoing working relationship, which means she can really get to know the people she’s supporting. Luckily for her, these are the types of people she tends to attract as clients.
Rest and play
Deb is very much a homebird, but her friends would say she’s the organiser in their lives. She usually has various weekends away planned throughout the year.
Deb loves a restaurant tasting menu. That’s mainly because she often gets bored reading an actual menu, but also because this kind of meal means she can try things she wouldn’t normally order.
If Deb isn’t on holiday or eating out, her weekends usually involve a long dog walk, usually to a beach or forest.
Deb in the spotlight
Meet the rest of us
Refer a friend
Hundreds of people have benefited from our expert support over the years. If you’re one of them, why not spread the word? For each of the first five referrals you make, we’ll pay you £50. For every referral after that, we’ll increase it to £100. And you can refer us to as many people as you like.
Accreditations