Mark Dean Wealth Management is directly authorised by the Financial Conduct Authority and was founded by Dean Mullaly in 2010 with a vision of providing first class impartial, unbiased Independent financial advice. It has since grown into a multi adviser firm with over £100m of funds under advice and many specialisms.
All our financial advisers are highly qualified with around 30 years experience each, some hold the respected chartered fellow designation which demonstrates advice excellence. All our advisers are able to advise on the broad range of products and services available to us, but many also specialise in specific areas such as: long term care/later life planning, international/cross border non domicile advice, pensions in divorce to name but a few.
Whether it’s restructuring existing holdings, simplifying administration, trying to reduce costs or all three, we have many years of experience in finding the most suitable solution for you and your needs. We research and select products and services from the ‘whole of market’ and have a detailed understanding of offshore products/services as well as onshore and how they may be suitable or otherwise to your plans depending upon your current situation, future goals and aspirations.
Dean Mullaly – Director – IFA. Dean has over 37 years experience in the financial services industry, both as a financial adviser & senior sales manager having held numerous senior management positions in various leading financial institutions and banks based here in the UK. In February 2010 he left HSBC International to set up Mark Dean Wealth Management, who are directly authorised by the FCA and specialise in dealing with high net worth/ultra high net worth non domiciled private clients.
Dean is a regular publisher of articles related to market consensus and financial planning opportunities. Dean is qualified to QCA Level 4 diploma status and is a practicing Independent International Financial Adviser. Dean is a member of the Federation of European Independent Financial Advisers (FEIFA) as well as the Personal Finance Society (PFS) and the Chartered Insurance Institute (CII).
Tom Weymouth – Director – IFA. Tom has over 32 years experience in the financial services industry and over half of this time has been dealing with international clients.
Tom has a passion for wealth management and international structuring and has assisted many international high/ultra net worth Individuals, corporates and even State entities with structuring and managing their investments. Aside from being a qualified Financial Adviser with an impressive set of qualifications, a Fellow of the Personal Finance Society (PFS) and a Chartered member of the Investment and Securities Institute (CISI). Tom is also an experienced Non Executive Director and has sat on the board of many International businesses who wish to route investments through the United Kingdom or have access to this unique market.
Nicki Malik – Senior IFA. Nicki has over 29 years’ experience in the Financial Services Industry. Based in London she specialises in providing Bespoke Independent Financial Advice in the Non Resident and Non Domicile sectors as well as the Corporate Market.
Nicki had previously been part of a unique team set up at HSBC London to advise High Net Worth Internationals from all around the world. With a successful career at HSBC spanning 23 years she
then left to join another IFA firm with a focus on advising international high net worth private clients & corporates and finally joined the Mark Dean Wealth Management team in May 2020.
Simon Dunkerley – Senior IFA. Simon has been a Financial adviser since 1996 having previously worked in bank management. He is now an Independent Financial Adviser accessing the whole of market on behalf of his clients. He brings wealth of experience covering Pensions, Trusts & Estate planning, Investments and long term care planning.
Simon has historically dealt with professional clients such as accountants, doctors, dentists, fund managers, small and medium sized business owners and professional musicians among others. He holds an impressive set of formal qualifications. As well as having a first degree, he is a Fellow of the Personal Finance Society, an Associate of the Chartered Institute of Bankers and an Associate of the Society of Later Life Advisers.
Simon feels honored that so many clients have trusted him with their personal information and sought his sound advice when trying to achieve their goals & aspirations. Simon believes the key to being a good financial adviser is having a sound level of technical knowledge but more importantly the ability to listen and connect with what is important to the client.
Michael Ross - Relationship Manager. Michael started work as a Management Accountant in 2000 and after completing his BA (Hons) in Financial Services he joined this sector in 2005. He has continued his studies and is now a Chartered Financial Planner and a Registered Life Planner with the Kinder Institute of Life Planning.
Michael’s qualifications allow him to have a deep understanding of where an holistic financial planning approach is able to add value to a clients situation and identify the best people and resources in order to provide a suitable solution. Putting clients in control of their finances and helping them realise their goals and aspirations is one of Michael’s key drivers.
Michael lives in Hertfordshire with his wife Sharon and three young children. He loves taking them on camping holidays in France, Italy and the Peak District to experience the wide open spaces and mountains. He has an interest in classic cars, and to relax he does Pilates and loves gardening.
Alex Shaw – Head of IT & Marketing. Alex has a wealth of experience, having designed websites since 1994. Alex utilises his expertise to deliver a comprehensive on-line presence for Mark Dean Wealth Management.
Alex is also an internet marketeer and constantly focused on making the complicated simple, ensuring our clients expectations are exceeded whenever possible. During his career, Alex, has trained many of the web teams that work for larger companies such as the BBC, Disney, Sony etc……….
