Deborah Cargo
Certified Financial Planner, DipPFS
Financial Planner based in Kent with over 25 yrs experience in a diverse range of financial services roles. I am passionate about helping my clients get peace of mind and financial freedom with clear, jargon free financial planning and advice to help them achieve their financial goals from an experienced Adviser that they can trust.
About
Having spent over 25 years in Financial Services as an Employee I am excited to start my own business providing clear jargon free financial planning and advice to help my clients see how I can help them achieve their financial goals. I pride myself on my ongoing relationships with my clients and I am committed to putting my clients first, ensuring they understand what is needed to move them towards their goals and help them enjoy the financial freedom this brings.
My planning and advice covers, cashflow forecasting, protecting clients, their dependents and assets, pension and retirement planning, investment planning, and equity release. My dream is to build a financial planning and advice service in Kent that puts clients in an informed position and gives them comfort that they will receive the best possible financial planning and advice from an experienced Adviser who puts them first.
To understand the features and risks associated with Equity Release products, please ask for a personalised illustration.
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Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 30/01/2024
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
