Dean Financial Management Limited
Rebecca Dean
Prior to joining St. James's Place, I spent eighteen years working within the financial services industry and working alongside clients across a variety of sectors. As a consequence, I have gained a depth of knowledge and understanding for their specific financial requirements – whether these be personal or corporate.
About
Based in Glasgow, I provide financial advice to clients both within the City, and more widely throughout Scotland and the North of England.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service.
Fundamentally I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
Dean Financial Management was established in 2017, when its Director Rebecca Dean accepted an invitation to join St. James's Place. Prior to this, Rebecca had been operating in Financial Services for eighteen years.
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Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 24/05/2024
The 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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
