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Meet Deb Jacobs

Director/Chartered Financial Planner/Sales Team Leader

At work

Deb is a Fellow of the Personal Finance Society (one step beyond individual Chartered status) and has worked for PenLife since 2013, with 20 years banking experience prior to this. Deb is a holistic planner but specialises in Retirement and Lifestyle Planning (transforming clients’ lives and helping them get the most out of their investments over the long-term). Guiding clients get to the bottom of what they really want out of life, Deb then coordinates their finances to facilitate whatever it is they’re looking for. Developing a trusted ongoing relationship in which the client feels completely comfortable is extremely important to Deb. And one of Deb’s biggest skills is putting clients at ease by making complex scenarios easy to understand. Deb also manages the activity of the sales team and, as one of four Board Directors, is responsible for making strategic and operational decisions to drive the business forward.

At home

Outside work, Deb’s favourite thing is to spend time with family and friends. She also loves any opportunity to enjoy a tasting menu; partly in order to try new things, and partly because she gets bored reading a normal menu! Deb owns Alfie the Hungarian Vizsla, who is a regular guest in the office.

The important stuff

All regulated financial advisers firms must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find PenLife’s entry here.

Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified. You should be wary of any advisers who refuse to provide copies of their SPS. If you wish to see any copies, you can request this over the phone or via email using the information on the Contact Us page.

chartered

Reviews and Ratings for Financial adviser Deb Jacobs, York

Mr and Mrs Baker

Organising finances for probate

Our Financial Planner Deb helped Mr and Mrs Baker to consolidate their pension plans, update their wills and put Lasting Powers of Attorney in place. When Mr Baker sadly passed away, this organisation helped Mrs Baker deal with the bereavement without any added financial worry

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"Thank you Julie for getting us in to do something with our finances at last. Debs was like a breath of fresh air. Thank you once again."

"Working with PenLife was such a different experience when compared to the experience I've had with some of the advisers I've met over the years. This was all very much about what was best for me."

"From the reception ladies to Debs - everyone was really lovely and helpful."

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