Deborah White, DipPFS

Financial Planner

Deborah White, DipPFS

Deborah is based in Preston for Charter Financial Planning, that became part of One Four Nine Group in October 2021. She joined in 1981 as a personal assistant, having previously been involved in the textile industry as a contracts manager. During the mid/late 1980’s, she was responsible for running the original office in Longridge and later in 1994, became a partner when Charter Financial Planning was formed. Deborah has achieved the Advanced Financial Planning Certificate which includes specialist pension and taxation qualifications. She is involved with several local family solicitors, working with them on financial settlements on divorce and in particular pension sharing.

Deborah enjoys problem solving for clients – working with new clients and a large number of longstanding clients – some of over 30 years.

Divorced with no children, but many nieces and nephews whom she enjoys spoiling, she loves to spend time with family and friends and takes the opportunity for travel abroad whenever she can.

Back to our team.

We are passionate about lifestyle financial planning to identify appropriate solutions to achieve the best outcomes for clients

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