Barrie Dean has been in Financial Services since 1970 and an IFA since 1983 offering independent financial advice to both individuals and small businesses including a review of the existing situation, report and recommendation for current needs and an ongoing annual review service.
Although we provide general financial advice, the four main areas of our business are:
1. Those aged 45+ wanting to plan a retirement strategy.
2. Those who are now approaching their target retirement date wanting to maximise the potential from all their accrued assets.
3. Those in retirement wanting to maximise their income and manage their assets.
4. Those simply looking for a better return from their investments.
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it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.