Mark Dean Wealth Management

Independent Financial Adviser  32 Threadneedle Street, London, City and county of the city of london, EC2R 8AY
We specialise in advising UK Resident/Non Domiciles. We are fully independent and do not make any initial charges.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
EEA
check
Rest of world
check
Corporate pension
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Stockbroking services
Response rating
9.5/10
check
FCA authorised
Last authorised 14th September 2020
Meet our advisers
Irina Squire (Dip) PFS
Senior Adviser - IFA, UK & International

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

Dean Mullaly (Dip) PFS
Managing Director - IFA, UK & International

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

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

This examination assessed specialist supervisory knowledge and skills in the regulatory environment.

This examination assesses a knowledge and understanding of investment products and the risks involved.

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

Tom Weymouth
Senior Adviser - IFA, UK & International

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

Accreditations
Certified Financial Planner Chartered Financial Planner
What our clients say
"Having had the fortunate experience of my funds being efficiently managed by Dean for a number of years whilst he was at HSBC, it was with absolute confidence and trust that I moved my funds from HSBC to Dean when he started up Mark Dean Wealth management. Since then I have received more personal attention to my ever changing requirements. They are very flexible and fully aware of current offerings suited to my circumstances, consequently, I would rate their services very highly. Lastly, I would not hesitate in recommending Mark Dean Wealth Management to family, friends and colleagues"
Frank, North Wales & USA
Having had a string of financial advisers I wasn't happy with, we have been delighted with the service provided by Dean. He is honest, thorough and readily available for a chat. We can't recommend him highly enough.
Kumiko, St. Albans
I’d recommend Dean to anyone in need of financial/investment advice, without hesitation. He is one of the most honest, genuine trustworthy people you are ever likely to meet and will always put the client’s best interests first. To get someone who is also a good listener is a bonus. He’s very personable and makes me feel at ease with his easy way of communicating, but most of all I know I can trust him.
Gulnara Burningham, Azerbaijan
Dean differentiates himself from other advisers by providing value for money, tailor made solutions after gaining an in depth understanding of his client and then going on to develop a long lasting Personal relationship, as oppose to some advisers that seem to sell you a product then never hear from them again. After more than 20 years in the industry as a professional adviser he is the only individual I am happy to recommend without restrictions.
Martin, Spain
“Dean is a knowledgeable advisor who gets the right balance between listening to your circumstances, giving advice, challenging your views and then actioning decisions. The service is friendly and efficient without being pushy. When an investment provider pulled out of the market, Dean pushed them to give us a full refund and cost-free transfer to another provider.”
Nicky, Kent
Dean was the Senior Independant wealth manager at HSBC when we first communicated with him. On leaving HSBC Dean could not, for confidentiality reasons, advise me of his plans, but after much hunting about I managed the track him down over the internet. why? because he was professional in all his dealings with me and was very client customer care conscious. In terms of the services now offered and used, he is exemplary in diligence, finding the best options available and advising on the most appropriate while allowing me to make the final decisions, thus making me feel in control. This is an important aspect of our relationship. 11 out of 10! Of all the financial advisers I have used over the years Dean is by far the most professional, and in the event of my demise he will be the first point of contact for my wife and son. That is the degree of confidence I have with Dean.
Alex, Surrey
One contact person who knows you and your requirements really well and just the right amount of service: not too little, not too much; available and responsive when it matters with objective and impartial advice, together with Dean’s ability to listen and tailor his suggestions to individual needs.
Susanne, London
About us

Mark Dean Wealth Management are International Independent financial advisers based in London and regulated by the Financial Conduct Authority (FCA).

We provide advice to individuals and companies on all aspects of financial planning, particularly specialising with clients from overseas coming to the UK to work or live and clients moving overseas to live or work.

We are totally Independent and have no pre-conceived biases towards any particular products or investment houses, our clients benefit from advice on the broadest possible range of products and services. Whether it's investment advice, retirement planning (including all the recent changes announced by HMRC), Investor Visa, Offshore trusts & tax planning or simply restructuring existing holdings to reduce costs or administration.

We believe the most important aspect of any adviser/client relationship is trust. At Mark Dean Wealth Management we are constantly working on your behalf to cement that trust and never take it for granted.

Try us today, we have never failed to live up to expectation yet!

Our services

Mark Dean Wealth Management are International Independent Financial Advisers. We do everything you would expect a UK based IFA to do, but due to our background and experience of dealing with the more globally mobile private clients, we specialize in providing Independent financial advice to private clients who are in the main UK Resident - non Domiciles or UK Domiciliaries that have financial or family interests abroad or perhaps often find themselves working abroad for periods of time during their careers.

Mark Dean Wealth Management are members of the Federation of European International Advisers (FEIFA) .

Where to find us
Head office address: 32 Threadneedle Street, London, EC2R 8AY
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
9.5/10
check
FCA authorised
Last authorised 14th September 2020

Similar advisers near you

Independent Financial Adviser 0.08 mi
 
 
Independent Financial Adviser 0.08 mi
 
 
Independent Financial Adviser 0.08 mi
I am an independent financial planner, meeting clients either locally in Essex or London. I am flexible and can hold meetings online at the moment given the restrictions on movement and look forward to meeting you.
 
Independent Financial Adviser 0.09 mi
We serve one purpose; to help you make the most of your money.