0330 038 8938
Based in Bank
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2023
4.8 out of 5
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FCA Regulated
Dean and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 April 2025
Dean and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
40
Recent Client Reviews
Dean has received 40 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Dean has received 40 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 07 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
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Dean has not yet added their qualifications to their profile
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Dean has not yet added their qualifications to their profile
Transparent Fees
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Dean has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Dean and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 April 2025
Dean and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
40
Recent Client Reviews
Dean has received 40 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Dean has received 40 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 07 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Dean has not yet added their qualifications to their profile
Qualifications not yet added
Dean has not yet added their qualifications to their profile
Transparent Fees
Dean has not yet added their fees to their profile
Fees not yet added
Dean has not yet added their fees to their profile
Dean is a Chartered and Certified Financial Planner with over 30 years of extensive experience in providing financial planning advice to HNW private clients, companies and trusts. He joined Fidelius in 2017, following a period of managing financial planning businesses. Dean has a specialism in retirement and estate planning and enjoys helping clients achieve their life objectives through the use of Cash Flow modelling. Now living in Hertfordshire with his wife and their sport mad son, Dean spends weekends coaching his son’s football team. Outside of work/sport Dean enjoys spending time with his family, friends and is a keen Liverpool FC supporter.
Offers available through VouchedFor
Contact Dean through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Dean's clients
Based on responses provided by clients who have reviewed this adviser
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