Charles Dean Ltd

Independent Financial Adviser  Charles Dean Ltd, Oak House A, Nottinghamshire, Mansfield, NG21 0HJ
First meeting at adviser's own cost
We have a breadth of experience and significant knowledge when helping private clients and business owners.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Response rating
9.0/10
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FCA authorised
Last authorised 16th November 2020
Meet our advisers
Jon Hurst DipPFS
Lead Client Adviser

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered Financial Planner
Stephen Pratt
Managing Director

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

About us

Charles Dean Ltd, is an independent and well respected firm of Financial Planners who are experts in pensions, trusts, taxation planning and protection.

We are the trusted providers of Pension, Taxation and Wealth Management knowledge to several regional accounting and law firms.

Our services

We pride ourselves in having specialist knowledge and experience working with senior professionals and property investors of all levels.

Where to find us
Head office address: Charles Dean Ltd, Oak House A, Southwell Road West, Rainworth, Nottinghamshire, Mansfield, NG21 0HJ
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 16th November 2020

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