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
With over a decade of experience in financial planning, I believe that great advice starts with truly understanding what you want from life – because no two people’s goals are ever quite the same.
I am a Chartered financial planner and hold the STEP Certificate for Financial Advisers. I was proud to be named in the Citywire NextGen Adviser list, recognising the top 35 financial advisers under 35 in the UK in both 2024 and 2025.
In the spotlight
Get to know Dean a little better.
Get in touch, we’d love to help you