Dean is highly qualified with a wealth of experience spanning over 10 years and works with private individuals & businesses. He helps manage their wealth, achieve their goals and plan for their future and future generations by implementing sophisticated investment and integrational tax and trust planning strategies. He enjoys the diversified nature of advice and adapting to changes in client circumstances and works closely with lawyers and accountants to achieve the best outcomes for his clients. He is a specialist in Long Term Care planning and is an Accredited Member of the Society of Later Life Advisers (SOLLA). His other spcialisims included Pensions, Investment and Trust Planning.
