"Chartered tax adviser, financial planner and Tiffany worshipper"
Professionally
Debbie is a seasoned tax, trust, estates and wealth management professional. Debbie works with high net worth individuals, their families, partnerships and trusts understanding their goals so that she can help manage their wealth in the most tax-efficient way. She has particular expertise in Capital Gains Tax and Inheritance Tax and handling HMRC enquiries.
Debbie’s combination of wealth management and tax planning skills enable her to provide holistic expert advice on a wide range of issues.
Prior to joining Satis Wealth Management, Debbie joined our sister company, Hillier Hopkins LLP in 1998 after 13 years with HMRC. She became a Director in Hillier Hopkins in 2019.
Debbie is a member of the Chartered Institute of Taxation and a Diploma member of the Personal Finance Society, and one of only a few advisers in the UK holding both of these qualifications.
Debbie is a member of the Society of Trust and Estate Practitioners (STEP), Chartered Institute of Taxation and holds the level 4 Diploma in Regulated Financial Planning, which allows her to provide her clients with holistic expert advice.
Personally
Avid theatre-goer and socialiser, Debbie enjoys taking trips to New York to make the most of the shopping.
Featured case study
Business owner
Debbie's client, Peter is 83 and had a long career before starting up his own company with two business partners. They built and opened their first factory to manufacture products for the frozen food industry in 1998, followed two years later with a second to cope with demand. The business continued to go from strength to strength, with markets in both the UK and Europe.
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