Dean Hunt

‘Don’t wait for tomorrow, start saving today,’ Having gained over 30 years’ experience in the financial services industry, 20 with Lloyds Bank and over ten with St James’s Place, I am keen to share my knowledge with those who would like professional help and support in achieving their financial goals. After listening and understanding what someone wants to achieve for themselves and their family, and being a father I understand the importance of planning and preparing for whatever the future holds, I provide a considered, researched plan, tailor-made for their situation. My experience in wealth management, for both individuals and businesses, has seen me develop a diverse portfolio of long-term clients, providing them with trusted advice as their financial needs evolve over the years. I specialise in bespoke Pension and Retirement Planning, Investments, Tax Planning, Income Drawdown Schemes, Trust & Estate Planning and Financial Protection. I enjoy meeting with clients, new and existing, and believe the key to being a successful Financial Adviser is clear communication that ensures everyone is fully informed and on the same page. In my free time I enjoy golf, walking the dog and planning family holidays. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Auto-Enrolment products are not regulated by the Financial Conduct Authority. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx