0182 376 0866
Based in Taunton
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FCA Regulated
Dean and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 06 April 2025
Dean and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
4
Recent Client Reviews
Dean has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Dean has received 4 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
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Last checked: 06 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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Checks carried out by VouchedFor
FCA Regulated
Dean and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 06 April 2025
Dean and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
4
Recent Client Reviews
Dean has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Dean has received 4 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 06 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Dean has not yet added their qualifications to their profile
Qualifications not yet added
Dean has not yet added their qualifications to their profile
Transparent Fees
Dean has not yet added their fees to their profile
Fees not yet added
Dean has not yet added their fees to their profile
Dean is a Financial Adviser in the Cooper Associates Wealth Management team. Dean specialises in providing pension, investment and inheritance tax advice to his clients, helping them to achieve their financial goals. He is passionate about offering holistic financial advice and developing long-term relationships with his clients. Dean has an extensive background in the financial services industry. Prior to joining Cooper Associates, Dean spent over 19 years working for a large national banking group, providing tailored financial solutions to both personal and business customers. In his spare time, Dean enjoys spending time with his family. He is also a keen sportsman, and enjoys playing football, tennis and watching his football team, Yeovil Town FC. SJP Approved 16/12/2024 The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx
£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).
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Adviser Disclaimer
The value of a pension with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.