Qualifications

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

Accreditations

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

01905 419892 dpoulson@britannicplace.co.uk

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.

Qualifications

Accreditations

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.