What you'll find me doing at work
I joined Britannic Place in 2015 as a Paraplanner and over the years Steve has supported me through all my professional exams. I’m now a Chartered Financial Planner and Director of Britannic Place, though my drive to keep developing doesn’t stop there – I’m always looking to deepen my technical knowledge through further qualifications.
In my role, I work closely with clients on an ongoing basis, building the kind of genuine, long term relationships that make a real difference. Having practised lifestyle financial planning since day one, it’s an approach I truly believe in – helping clients achieve clarity and confidence so they can live the life they want.
Where you'll find me after work
Outside of work, staying active is important to me – whether that’s running or getting competitive on the padel court. I still have a great love of good food, though these days family life takes priority and I wouldn’t have it any other way. Time with my young family is everything, and we make the most of it – especially when it means heading abroad to visit family in Spain.
How I'm qualified to help you
I obtained the diploma in Regulated Financial Planning in March 2018 and work very closely with Steve to absorb all I can about financial planning. I am incredibly proud to say that I was previously a finalist in the Professional Adviser Paraplanner of the Year.
In the spotlight
Get to know Dean a little better.
Get in touch, we’d love to help you