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Based in Harpenden
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2018
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Dean is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Dean's status
Last checked: 23 March 2025
Dean is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Dean's status
50
Recent Client Reviews
Dean has received 50 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Dean has received 50 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 06 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
8
Qualifications Uploaded
Dean has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 qualification certificates available to view
Dean has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Dean has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Dean has provided information on their typical fees
Dean has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
50
Positive First Impressions
96% of VouchedFor users have had a positive (4 or 5 star) first experience with Dean (based on 50 first impressions)
96% of users who are not yet clients had a positive first experience with Dean
96% of VouchedFor users have had a positive (4 or 5 star) first experience with Dean (based on 50 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Dean is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Dean's status
Last checked: 23 March 2025
Dean is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Dean's status
50
Recent Client Reviews
Dean has received 50 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Dean has received 50 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 06 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
8
Qualifications Uploaded
Dean has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 qualification certificates available to view
Dean has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Dean has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Dean has provided information on their typical fees
Dean has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
50
Positive First Impressions
96% of VouchedFor users have had a positive (4 or 5 star) first experience with Dean (based on 50 first impressions)
96% of users who are not yet clients had a positive first experience with Dean
96% of VouchedFor users have had a positive (4 or 5 star) first experience with Dean (based on 50 first impressions)
I am a Partner at The Private Office (TPO) which is a chartered financial planning firm where we understand that you are all unique, with different individual circumstances, goals and aspirations. I have been working in financial services for over a decade assisting clients with their financial planning needs, providing high quality and personable independent advice. I believe that lifetime cash flow modelling is an important tool to help you design your financial future so that you are able to lead the lifestyle that you desire without the fear of running out of money. In conjunction with my particular expertise in retirement planning as a pensions specialist at TPO and a sitting member on our Investment Committee, my clients are able to enjoy their retirement with a clear strategy designed to meet their needs. The long term trusted relationships i have created with my clients is testament to how we work together to build, develop and achieve their financial goals. Most of my clients are professionals or business owners who need a trusted adviser to guide them through their financial affairs as life evolves. As financial planning can often be complex, my goal is to make sure that you are well informed and that I communicate in plain language, take the time to explain the advice that I provide and the solutions I recommend. Helping you to achieve your goals is at the heart of what I do. My ultimate aim is to give you peace of mind, so that you can plan your life and financial affairs with complete confidence.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Dean's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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