Independent Financial Adviser
Debra joined the finance industry through a major UK retail bank. In the late 90s was headhunted for a well-known stockbroking firm where she worked for a number of years before being appointed as Managing Executive and Compliance Manager at the Professional Financial Centre in central Exeter. In 2012 Debra joined the team at Foresight as an Independent Financial Adviser, advising on all areas of general financial planning.
Debra is also a founder member and director of the Independent Equity Release Adviser Alliance and holds specialist qualifications in equity release, long-term care, taxation and trusts.
Debra is supported by:
Sharon has worked at Foresight since 2009 and has been in the financial industry since 1999. Sharon aids in the writing of reports and conducting of research for Debra. When Sharon isn’t working, she enjoys spending time with her family and also enjoys cycling, running and swimming.
Customer Services Assistant
Diana has great experience working in financial services and joined Foresight with Debra Tricker from the Professional Financial Centre. Diana supports Debra and her clients by ensuring they receive a high standard of service.
Diana also assists with the investment management side of our business by tracking and administering fund changes. Diana has a keen eye for detail and commitment to high standards of customer care.