Deborah Bowerman

WORK HISTORY

EDUCATION

ABOUT DEBORAH BOWERMAN

I’m an Independent Financial Adviser with over 20 years’ experience helping individuals, families, and business owners take control of their financial future.Holding a CII Level 4 Diploma in Financial Planning, a Statement of Professional Standing, and membership of both the Personal Finance Society and PIMFA, I offer whole-of-market advice across pensions, investments, estate and tax planning, insurance, and long-term care.I’m one of the few advisers in the UK to hold the JO6 qualification in Investment Principles, Markets and Environment, giving me unique insight when advising executives, small business owners, and retirees on complex planning needs — from profit extraction to pension distribution.I began my career with Chase de Vere in Bath, later advising high-net-worth clients and SMEs at Bank of Scotland Investment Services and Yorkshire Bank Corporate. Today, I run my own Yorkshire-based practice in proud affiliation with One Financial Solutions — combining local insight with national reach, compliance strength, and City-grade research.As a female-led team, we understand that financial decisions are often personal and nuanced, particularly for women. We offer a safe, supportive space where all clients feel heard, informed, and empowered to make confident financial choices — whether planning for retirement, navigating a life change, or investing for the future.Our advice is holistic, values-driven, and focused on real-life goals — not just numbers. We work closely with accountants, solicitors, and legal professionals to ensure your planning is aligned and future-ready.Outside work, I’m an active member of We Are Wakefield and passionate about supporting grassroots sport and local non-profits. You’ll usually find me cheering my children on at the cricket or hockey pitch, or making time to travel and enjoy life with close friends and family.Let’s connect if you’re looking for independent, professional advice that puts your life — not just your money — at the centre of the conversation.