What you'll find me doing at work
I joined Britannic Place in 2015 as a Paraplanner, and since then, Steve has sponsored me through all my exams. I am now a Chartered Financial Planner, but my aim is to continue developing my technical knowledge with further qualifications.
As a Financial Planner at Britannic Place, I work with clients on an ongoing basis to build and maintain lasting long-term relationships. Having worked with Steve since 2015, a lifestyle financial planning approach is all that I have known – our aim is to give clients peace of mind and help them to achieve and live their desired lifestyle.
Where you'll find me after work
I like to keep myself fit, which still involves playing football occasionally, but generally means running – I have now completed three marathons. I also enjoy getting stuck into a good book and I love good food. There’s nothing quite like being abroad though. I spend a lot of time in Spain, and dream of those mornings drinking a coffee on El Portet Beach after a run with my wife.
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.
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