Meet the team…
At Deans Wealth Management, you’re supported by a fully Chartered team of advisers with decades of combined experience who care deeply about your financial journey. We know the strength of our advice comes not just from qualifications, but from understanding you—your goals, values, and what truly matters in your life.
We work differently. For us, “team” isn’t just a label—it’s a promise that you always have someone in your corner. Whether you need clarity on your 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 20 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 leader within the business, he’s passionate about creating financial plans that give clients Level 10 Confidence — the certainty to live their ideal life for the reasons most important to them.
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.
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 joined Deans Wealth Management in 2022 as a Paraplanner and quickly progressed to Chartered Financial Planner, reflecting his commitment to excellence and professional growth.
He began his career in professional football as a performance analyst after earning an MSc in Sports Science, before discovering his true calling in finance. George combines a disciplined, analytical approach with a deep understanding of complex financial decisions, helping clients navigate their options with clarity and confidence.
Outside the office, George continues to play semi-professional football and stays active with his lifelong passion for sport, blending his competitive drive with dedication to helping clients succeed.
Damian
Chartered Financial Planner
Damian is 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.
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.
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.
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.
Georgia
Client Services Administrator
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.
