Response rating
7.0/10
FCA verified
18th September 2017

Barrie Dean Financial Management

Independent Financial Adviser 8 Northbrook Road, Aldershot, Hants, GU11 3HE
First meeting at adviser's own cost
We help clients create wealth, use their wealth and protect their wealth. It's wealth management made easy.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Barrie Dean DipFA
Principal
Where to find us
About us

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.

Our services

Identifying clients aims and ambitions to help them create wealth, use their wealth and protect their wealth. Our client service ensures we then work with them through their financial journey to manage their expectations and ensure they remain on track.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Compliance

Barrie Dean trading as Barrie Dean Financial Management is an appointed representative of In Partnership, the trading name of The On-Line Partnerhip Limited which is authorised and regulated by the Financial Conduct Authority.

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