DBL ASSET MANAGEMENT - Key Persons
A qualified IFA since the year 2000, Dacre started his career working for Redcliffe Associates (now AWD Chase de Vere) in Wilmslow, before leaving to establish DBL Asset Management in 2007. Dacre's thinking behind creating DBL was to build a company which worked more quickly and more personally with clients than large multinationals ever could, placing a high level of emphasis on personal service and meeting client needs and expectations faster. As well as performing the core duties of an IFA, Dacre is managing partner of DBL Asset Management, with responsibility for the day-to-day strategy and operations of the company. In his spare time, Dacre enjoys golf and rugby and can be found occasionally completing the odd DIY project.
Emer joined DBL from the Manchester branch of Coutt's private bank in April 2013, where she was a financial planning support officer for six years. Her role at DBL Asset Management involves several elements of our business and client processes, enabling us to work harder and smarter for our clients. With a total of well over ten years of experience in the industry, Emer is also involved with our business development and brings her great knowledge of financial adviser support processes to help make sure DBL's clients are expertly serviced. Away from work, Emer has three children who take up most of her time, although she manages to enjoy some football and reading, whenever she can.
Mark joined DBL at the beginning of 2018, having been a professional rugby player.
He first played rugby at school at Dulwich College and then studied Geography and Business at Nottingham University, where he also played for Nottingham Rugby Club. After graduating, a trial at Northampton Saints resulted in him staying there for six years. He transferred to Sale Sharks in 2011 and he and his family moved to Wilmslow.
On retiring from rugby at the grand old age of 33, Mark taught business studies at Wrekin College in Shropshire and was Director of Rugby. Financial services had always been a profession, which had interested him, and as he had benefited from Dacre's financial advice himself, he decided to make the career change.
Mark has completed his professional examinations and is now a fully qualified financial adviser. His first hand experience of the issues sports professionals face is invaluable.
He is married with two young daughters and two dogs, all of whom ensure Mark maintains an active lifestyle.
Michelle has been a member of the DBL team since June 2016. She started her financial services career in 2002 and prior to that worked in the hotel and catering industry for eleven years. She holds the Chartered Insurance Institute's Financial Planning Certificate: Stage One. Michelle is part of our client services team and supports our planners, Dacre and Paula, by assisting them in their day-to-day duties, liaising with clients and providers and keeping our back office systems updated. Much of Michelle's free time is spent with her husband Brett and young daughter Megan. She is brushing up on her golf skills but is the first to admit she is not ready to leave the driving range yet!
Michelle first came to work for DBL Asset Management in 2007, having previously worked in both small regional firms and larger national services companies. She has over twenty six years experience in the financial services industry and is often the first person with whom clients speak when contacting our offices. Michelle provides vital assistance to all DBL clients regarding many of their queries and assists Paula and Dacre in much of their work. In her spare time, Michelle enjoys time with family and friends, and can often be found watching Manchester City at The Etihad Stadium, where she is a season ticket holder.
Paula began her career in the industry in 1984 and was one of the most acknowledged senior consultants at Canada Life, when she left the insurance company in 1998. Since then she has amassed a wealth of experience within the financial services industry, which she pooled together with her son, Dacre, when they set up DBL Asset Management in 2007. With responsibility for many of DBL's clients, Paula brings a holistic approach to financial services, believing that meeting regularly with clients is the best way to understand their requirements and help them to achieve their life goals. When she can, Paula enjoys travelling to meet friends abroad, as well as enjoying spending time learning about the cultural history of the locations she visits.