Our services

Wealth Management

Multi-Jurisdictional tax efficient investment solutions

Time to get your cash working harder for you

Protect the ones you love

We must all pay our taxes, but there’s no law that say’s you have to leave a tip!

Plan now and get ready for the 52 week a year holiday

Our Later Life Care Planning Services

Directly Authorised

Authorised by the Financial Conduct Authority (FCA) to provide financial advice in the UK

Pricing

Only pay for the service you require, we won't be beaten on price

Fully Independent

We select from the whole of market and therefore tailor make our recommendations to you personally

Don’t just take our word for it

Nicki advises my husband and myself on our investments and on financial planning in our retirement. I have known her for over 15 years and have full confidence in her judgment and knowledge. She has always been very supportive and helpful.

Beatrice

Nicki gave me excellent support and advice in an unprecedented time for me. She took the time to make sure I understood everything, and in the past year have been stunned with the progress I have made, thanks to her help. Not only does Nicki excel at her job, but as a person, she is extremely kind hearted and empathetic, and can’t thank/ recommend her enough!

Amara

Extremely pleased with the Service provided, Tom clearly understood my situation and offered me some different strategies that I hadn't even considered to maximise my benefits.

Mark L

Plans for retirement and investment of funds. Nicki is the best FA I know, as she is professional, trustworthy, empathic, an excellent communicator and invaluable too. I have no hesitation recommending Nicki, due to the quality of service she provides.

Yvette

Having had the fortunate experience of my funds being efficiently managed by Dean for a number of years whilst he was at HSBC, it was with absolute confidence and trust that I moved my funds from HSBC to Dean when he started up Mark Dean Wealth management in 2010.
Since then I have received more personal attention to my ever changing requirements. They are very flexible and fully aware of current offerings suited to my circumstances, consequently, I would rate their services very highly.
Lastly, I would not hesitate in recommending Mark Dean Wealth Management to family, friends and colleagues

Frank

Thomas has gone the extra mile in helping me on a very complex situation. He has acted as a sounding board and helped me move forward from the situation I was placed in after the issues I encountered with my previous pension provider and IFA

Gary D

Having had a string of financial advisers I wasn't happy with, we have been delighted with the service provided by Dean. He is honest, thorough and readily available for a chat. We can't recommend him highly enough.

Kumiko

I Received an inheritance from my grandmother who passed away and I wanted to invest. Tom helped guide me and quickly gained my trust as an advisor. He was personable and friendly, whilst giving me his honest opinion of how I should invest my funds.

Schyler

I’d recommend Dean to anyone in need of financial/investment advice, without hesitation. He is one of the most honest, genuine trustworthy people you are ever likely to meet and will always put the client’s best interests first. To get someone who is also a good listener is a bonus. He’s very personable and makes me feel at ease with his easy way of communicating, but most of all I know I can trust him.

Gulnara

One contact person who knows you and your requirements really well, and just the right amount of service: not too little, not too much; available and responsive when it matters with objective and impartial advice, together with Dean’s ability to listen and tailor his suggestions to individual needs.

Susanne

Having known Dean for 5 years, we believe in his integrity and find his approach and professionalism refreshing. The service is friendly and Dean would go the extra mile for his clients. The thing we like most is the no frills approach and would be happy to recommend him, which we have already done.

Martin

Dean is a very knowledgeable adviser, who gets the right balance between listening to your circumstances, giving advice, challenging your views and then actioning decisions. The service is friendly and efficient without being pushy. When an investment provider pulled out of the market, Dean pushed them to give us a full refund and cost-free transfer to another provider.

Nicky

About us

Mark Dean Wealth Management are independent financial advisers formed in 2010 and directly authorised by the Financial Conduct Authority (FCA) and have also been awarded Corporate Chartered status by the Chartered Insurance Institute.

We are proud of our independence and strongly believe that clients come first and should expect the very highest levels of customer service and transparency in all that we do.