Meet the team…
Everything that we’re able to deliver to you is because of the fantastic team that makes Deans Wealth Management a success. Our team combines decades of experience with genuine care for the people we serve.
Our financial planners are proud to be Chartered – the gold standard in financial planning. Our expertise is regularly recognised beyond our business, with our Chartered Financial Planner Ed Marshall, appearing on TV and contributing to regular radio programmes to share insight and guidance on financial matters.
Our planners are committed to continuous learning and improvement through the application of the Entrepreneurial Operating System (EOS), their membership of Million Dollar Round Table, and the Personal Finance Society.
Behind every plan we create is a team that listens first, plans with precision, and supports you through every stage of life. Whether you need clarity on your pensions and investments, help navigating a life transition, or a steady hand as your circumstances evolve, our team collaborate to create plans built around your future.
If you’d like to explore how we can help you feel confident, secure, and set for whatever comes next, we’d be pleased to talk through your options. Let’s see exactly who you’ll be working with, and why it matters.
Ed Marshall
Chartered Financial Planner
Ed is a Chartered Financial Planner with over 25 years of experience helping clients build clarity, confidence, and freedom through lifetime financial planning. As one of the founding members of Deans Wealth Management and a leader within the business, he’s passionate about creating financial plans that give clients Level 10 Confidence, and the certainty to live their ideal life for the reasons most important to them. One of Ed’s greatest strengths is his ability to simplify complex financial matters, breaking down information into clear, meaningful guidance that clients can relate to and trust.
Alongside his work with clients, Ed regularly speaks on international stages and contributes as an industry expert for the BBC, sharing insights on planning, purpose, and financial wellbeing. He has spoken to thousands of advisers from around the world through MDRT, as well as at CII and PFS conferences across the UK. His media work includes regular appearances on BBC Local Radio and BBC Radio 5 Live, along with national TV appearances on BBC Breakfast, BBC Politics, and The Martin Lewis Money Show Live.
Outside of work, you’ll usually find Ed halfway up a mountain in his campervan, cycling, snowboarding, or skiing – enjoying the very lifestyle he helps others plan for.
Kathy
Client Services & Operations Director
As Client Services and Operations Director at Deans Wealth Management, Kathy is dedicated to creating a seamless, thoughtful experience for every client we work with. She oversees the day-to-day operations and ensures our processes run smoothly, so advisers can stay focused on what matters most — helping clients achieve their goals. With a strong focus on service, efficiency, and collaboration, Kathy loves finding ways to improve how we work and enhance every touchpoint along the client journey. It’s incredibly rewarding to be part of a team that truly cares about helping clients live their ideal lives.
Outside of work, Kathy loves to travel and explore new, far-flung destinations and cultures, and shares the team’s sense of adventure — whether that’s a weekend in the campervan, time in the mountains, or days spent walking, skiing, or cycling.
George
Chartered Financial Planner
George is a Chartered Financial Planner who helps clients make confident financial decisions through thoughtful, values-based planning. Having joined Deans Wealth Management as a Paraplanner in 2022, he quickly progressed to Chartered status, reflecting both his technical expertise and commitment to delivering exceptional client outcomes.
With a background in professional football as a performance analyst and an MSc in Sports Science, George brings a disciplined, analytical mindset to financial planning. His experience designing and stress-testing financial strategies gives him a deep understanding of the complexities that underpin long-term financial success. Working closely with clients, he helps turn those complexities into clear, practical plans that support their goals, aspirations, and ideal lifestyle.
As a member of MDRT, George is committed to maintaining the highest professional standards while continually developing his expertise. He is passionate about helping clients gain clarity, confidence, and peace of mind through a structured Lifetime Financial Road Map aligned with what matters most to them.
Outside the office, George continues to play semi-professional football and stays active through his lifelong passion for sport, bringing the same dedication and discipline to his personal pursuits as he does to supporting his clients.
Caitlin
Paraplanner
Caitlin is a Diploma qualified (DipPFS) Paraplanner at Deans Wealth Management, where she plays a key role in supporting the advice process behind the scenes. She helps ensure that every recommendation is carefully researched, clearly explained, and aligned with what matters most to you.
She began her career in financial services in 2021, quickly progressing into a Client Manager role working closely alongside Ed. Since then, Caitlin has achieved her Diploma and is now working towards Chartered status, continuing to build on her knowledge to support clients as effectively as possible.
Outside of work, Caitlin enjoys road biking and swimming, whether that’s getting out on a long ride or heading to the pool to unwind. Both help her switch off and stay active.
Katy
Client Services Manager
Katy is dedicated to delivering exceptional client support and ensuring every interaction is smooth and positive. As Client Services Manager, she specializes in account management and streamlining processes so clients can feel confident in their financial decisions.
She thrives on building genuine relationships, acting as a reliable point of contact as clients navigate important milestones and evolving financial needs. Katy’s focus is always on making things easier for clients and helping them feel supported throughout their financial journey.
Outside work, Katy enjoys wild swimming, yoga, PT, painting, gardening, eating out and spending time with her family and new puppy, bringing the same fun, energy and dedication to her personal life as she does to supporting our clients and business.
Georgia
Client Services Manager
As Client Services Manager, Georgia is dedicated to delivering a seamless and high-quality client experience. She is currently working towards her Diploma in Regulated Financial Planning to deepen her expertise and continue her professional development.
With a genuine passion for helping people, Georgia builds strong relationships, empowering clients to feel confident, supported, and able to focus on living their ideal lives.
Outside the office, Georgia enjoys fitness classes, reading a good psychological thriller, and travelling and exploring new destinations, bringing the same care and attention to her personal pursuits as she does to her work.
Damian
Client Services Manager
Damian is a Client Services Manager, having been a Chartered Financial Planner and Fellow of the Personal Finance Society who’s journey in financial services began over 30 years ago. From early days as a Graduate Management Trainee with Commercial Union plc, his career progressed to include a number of senior roles in Life and Pensions Companies, focusing on developing relationships with financial advisers.
Having spent his working life travelling across the UK whilst working with different advice firms, Damian has seen first hand the benefits of sound, holistic financial advice. He has always wanted to bring his experience to a more local focus and is pleased to be working on the Client Services team at Deans Wealth. A keen advocate of financial planning, Damian brings a deep well of experience and commitment to quality that enhances relationships with all clients.
Outside of work Damian is a keen cyclist, golfer and also enjoys travelling across Europe.
Lucy
Client Services Administrator
Lucy is committed to delivering exceptional client support at every stage of the client journey. As a Client Services Administrator, she manages meeting scheduling, responds to enquiries, and oversees administrative tasks to make clients’ experiences smooth and positive.
With a strong commitment to client care, Lucy develops trusted relationships that help clients feel supported, confident, and well informed at all times. She takes pride in being approachable and reliable, ensuring each client’s needs are handled with care, efficiency, and attention to detail.
Outside of work, Lucy enjoys painting and going for walks with her dog, finding inspiration and balance through creativity and time outdoors.
