Dean has been advising private individuals and businesses on their finances for more than 12 years. He will help you plot your life goals and manage your wealth effectively so you can work towards them. This could include sophisticated investment, intergenerational tax and trust planning strategies. He is also confident working with clients’ lawyers and accountants.
Dean is a specialist in long term care planning and an Accredited Member of the Society of Later Life Advisers (SOLLA). He is also an expert in pensions, investment and trust planning. In his spare time, you’ll find him sharing his love of the outdoors with his family and his two Sprocker dogs.
