• Diploma in Regulated Financial Planning
  • AF1: Advanced Diploma in Financial Planning
  • AF4: Investment Planning
  • AF5: Advanced Financial Planning Practice
  • AF7: Pension Transfers
  • J10: Discretionary Investment Management


  • Chartered Financial Planner
    Chartered Financial Planner status is awarded by the Chartered Insurance Institute (CII) and is considered the ‘gold standard’ financial planning accreditation. Steve has made a public commitment to professionalism and must maintain standards of excellence in qualifications, ethics, business practices and professional development.
  • Diploma Member of the Personal Finance Society
    Dean is a Diploma Member of the Personal Finance Society – this demonstrates Dean's knowledge and technical capability, and his ongoing commitment to professional development.
Team member

Dean Poulson

Dean Poulson

Chartered Financial Planner

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. Having reached diploma level, my next goal is to reach Chartered Status.

I attend many client meetings, sort any follow-ups, and draft suitability reports to capture our recommendations. My work doesn’t stop there; in the back office, I deal with the technical aspects of the investment arena.

Where you'll find me after work

Outside work, I like to keep myself fit by playing football and going to the gym. I also enjoy reading and dining out. 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.

What’s at the top of your bucket list?

I ran the Birmingham Marathon with my dad in 2017, but I’d love to run the London Marathon with him.

What one thing is guaranteed to make your day better?

A bit of exercise in the morning

What app on your Smartphone could you not survive without?

Apple Music

Is there a quote or motto that sums up your approach to life?

“Nothing is too much trouble!” – this is exactly how my wife summed me up!

Get in touch, we’d love to help you

If you have any questions or queries, a member of the team will always be able to help. Feel free to use the form below or contact us via phone or email.