Wealth Matters Logo


Wealth Management, Planning Retirement Pensions and Financial Planning Consultants - Wealth Matters
Monday, January 05, 2009 Our People » Deborah Caulfield - Resume - Wealth Matters

View our newsletters for latest happenings in Financial Planning, Wealth Management and Tax saving investments

-

Request a quote on our Financial Planning, Wealth Management and Retirement Planning Services

-

For Wealth Management, Personal Financial Planning and Pensions Advice consult an Expert from Wealth Matters

Debroah Caulfield
 

Deborah Caulfield

 

Personal Details


Originally from Middlesbrough I moved south with my family in 1963 and have lived in Flitwick since 2001.


Qualifications


Education


Chartered Institute of Bankers

Certificate in Financial Services Practise completed Sept 1999


CeMAP 1, 2 & 3 completed June 2001


Previous Experience


My work within the finance industry began with Lloyds TSB in 1988 where I gained a wide experience both in the business and personal sector before moving to Bradford & Bingley.


My experience


I am highly experienced in all types of mortgages; purchase, re-mortgage, first time buyer, 100% loan to value, buy to let and self certification. I also understands all the insurance requirements that go with a mortgage. I pride myself in delivering good customer service and getting a great deal for my clients.


Interests


I like to spend my spare time with friends and family, listening to music, reading and keeping fit.

....because Wealth Matters


The Financial Services Authority does not regulate Will writing, school fees planning, taxation and trust advice, and some aspects of buy to let mortgages, overseas mortgages and commercial mortgages.

PCG Members Button

-

Entier Assciates Members Page

-

Transact Members Login

-

Useful calculators to analyze financial planning, tax planning, investments and savings

-

Interesting Readings on wealth management, financial tax planning, trust planning, pension planning and tax saving investments

Organisations we are members of:

Our Affiliates:

Institute of Financial Planners The Chartered Insurance Institute The Personal Finance Society  Entier Associates

Wealth Matters PCG Affiliate logo

Wealth Matters Ltd is authorised and regulated by the Financial Services Authority
 We are entered on the FSA Register No 300635 at www.fsa.gov.uk/register
Registered in England No. 3862593

Site Map   |  Disclaimer   |  Login Created and Maintained by WSI