Deborah Packer Email & Phone Number

Throughout my career as a Financial Adviser, I have always been passionate about building relationships and adopting new concepts.Within Integrity365 I am able to build on my experience to help clients achieve their financial goals and ambitions with strategy and planning. I have worked within the Financial Services industry for more than 25 years alongside some exceptional professionals.Having spent 6 years at Bradford and Bingley as a Wealth IFA, I then moved to the RBS group… Show more Throughout my career as a Financial Adviser, I have always been passionate about building relationships and adopting new concepts.Within Integrity365 I am able to build on my experience to help clients achieve their financial goals and ambitions with strategy and planning. I have worked within the Financial Services industry for more than 25 years alongside some exceptional professionals.Having spent 6 years at Bradford and Bingley as a Wealth IFA, I then moved to the RBS group in 2002 as a regulated Financial Adviser, within the Private Banking Team, progressing to become a Private Client Wealth Manager.I then made the transition to work for Mercer Jelf Financial Planning, as a Senior Financial Planner. The award-winning Jelf Group plc was founded in 1989 by Chris Jelf and was acquired by Marsh & McLennan Companies (MMC) in December 2015. Following the acquisition, Jelf Financial Planning merged with Mercer’s financial planning business, to form Mercer Jelf Financial Planning. This move gave me the opportunity to work alongside Chris Jelf and continue to provide expert advice to individuals on matters relating to Tax Planning, Investment Strategy and Family Protection.Work ethos has always meant putting clients at the centre of everything I do – working side-by-side with clients as their trusted adviser to understand their needs and individual circumstances. As well as working with other industry professionals to provide the best client outcome.I am committed to delivering excellent client service and Integrity365 enables me to deliver the service, goals and quality that our clients should have come to expect. Show less

Mercer Jelf Financial Planning

I worked for Mercer Jelf Financial Planning as a Senior Financial Planner.I have more than 25 years’ experience working in Financial Services, always in client advisory roles, specialising in High Net Worth Wealth Management. During this time I have gained a wealth of experience and knowledge as well as attaining my professional qualifications. • I hold CII Diploma Level and Certificate in Private Client Investment Advice & Management• I am a member of The Institute of Financial… Show more I worked for Mercer Jelf Financial Planning as a Senior Financial Planner.I have more than 25 years’ experience working in Financial Services, always in client advisory roles, specialising in High Net Worth Wealth Management. During this time I have gained a wealth of experience and knowledge as well as attaining my professional qualifications. • I hold CII Diploma Level and Certificate in Private Client Investment Advice & Management• I am a member of The Institute of Financial Planning, CISI and Chartered Insurance Institute• As a Mercer Jelf Financial Planner, I had access to a network of specially selected experts, available to support your advice needs• I work across all client areas although tend to specialise in private clients’ wealth management Specific Skills:I’m qualified to advise you on all aspects of financial planning but I do have a number of areas in which I specialise. These are: • Investment and pre-retirement planning• Near and post retirement planning• Inheritance taxation• Personal tax planningThe award-winning Jelf Group plc was founded in 1989 by Christopher Jelf and was acquired by Marsh & McLennan Companies (MMC) in December 2015. Following the acquisition Jelf Financial planning has been merged with Mercer’s financial planning business to form Mercer Jelf Financial Planning. I continue to provide expert advice to individuals on matters relating to financial planning. Putting clients at the centre of what I do - working side-by-side with clients as their trusted adviser to understand their needs and individual circumstances. I am committed to delivering excellent client service. Mercer is a wholly owned subsidiary of MMC and is a global consulting leader in talent, health, retirement and investments. They help their clients around the world advance the health, wealth and careers of their most vital asset – their people. Show less

Birmingham, United Kingdom