I am a Partner at The Private Office (TPO) which is a Chartered Financial Planning firm where we understand that you are all unique, with different individual circumstances, goals and aspirations.
My objective is to provide you with a personal and bespoke service based on a thorough understanding of your current position, financial objectives and ambitions.
I have been working in financial services for over a decade assisting clients with their financial planning needs, providing high quality and personable independent advice.
I believe that lifetime cash flow modelling is an important tool to help design your financial future to enable you to lead the lifestyle that you desire without the fear of running out of money.
In conjunction with my particular expertise in retirement planning and investment portfolio management as a pensions specialist at TPO and a sitting member on our firms Investment Committee, my clients are able to enjoy their retirement with a clear strategy designed to meet their needs.
The long term trusted relationships I have created with my clients is testament to how I work together with my clients to build, develop and achieve their financial goals. Most of my clients are professionals or business owners who need a trusted adviser to guide them through their financial affairs as life evolves.
What drives me?
As financial planning can often be complex, my goal is to make sure that you are well informed and that I communicate in plain language, take time to explain the advice that I provide and the solutions I recommend.
Helping you to achieve your goals is at the heart of what I do. My ultimate aim is to give you peace of mind, so that you can plan your life and financial affairs with complete confidence.
Outside of work I am a keen sports enthusiast and enjoy both playing and watching most sports.
I am a diploma qualified Financial Planner and an accredited Pension Transfer Gold Standard Specialist. My qualifications are:
- Diploma in Investment Planning
- IFS Certificate for Financial Advisers
- Award in Pensions Update
- AF7 Pension transfers
- AF3 Pension planning
We are Chartered Financial Planners, publicly committed to a customer-first approach and values that align with a professional Code of Ethics.
We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view the financial services register to check that any firm is suitably authorised; The Private Office’s firm registration number is 789482
You can view my personal listing in the Adviser Directory by visiting the link below, which confirms I am authorised and qualified to advise you.
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society’s website.
How I can help you
- Diploma Qualified Financial Planner
- Accredited Pension Transfer Specialist
- Practised in retirement planning and investment portfolio management
Through a detailed cash flow planning exercise, I was able to restructure a client’s current financial position. On delivery they initiated their retirement with immediate effect, 4 years earlier than expected! They are now ticking items off their bucket list.
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.
What people say about me
VERIFIED REVIEW AT
May 2019, Essex
Dean has been exceptional. He is professional but kind patient and nothing is too much trouble.
VERIFIED REVIEW AT
May 2019, Kent
I have peace of mind that my Dad's money is being well looked-after and that I have a secure financial plan for the future.