An Associate Partner Practice of St. James's Place Wealth Management
My philosophy is centred around working closely with my clients; acting at all times with honesty, integrity and diligence in order to cement a long term relationship. I work in partnership with each client, whether they are an individual, family, business or charitable organisation to help achieve their short and long term financial goals.
The success of my business is built on word of mouth referral - a further endorsement of the quality of service that I deliver.
We offer an excellent wealth management service which will help you achieve your goals
I was introduced to Craig through a mutual acquaintance several years ago and invited him to review my financial plans. Like many people I am very busy so had never felt that I had the time to truly devote to my own financial planning provision. Having listened to Craig's recommendations, I am delighted with the results over the past several years and have a lot of confidence that my longer term financial goals are on track. In the near term, I am now satisfied that my family and my business are financially protected and the sterling work that Craig has done on my behalf provides me with considerable 'peace of mind' I would have no hesitation in recommending Craig to friends, family and associates.
I recently invited Craig to review my investments, scattered as they were between several institutions and a wide range of funds and products. Craig took the time to visit me in my home to determine my personal circumstances, my investment goals and my own personal plans for the future before taking the problem away to carefully consider. He returned with considered advice based on all of the above and clearly informed by a genuine desire to provide for my financial needs. His knowledge of the market was solid and was communicated with liveliness, brevity and clarity. Craig also reviewed my wider financial arrangements and safeguards for the future. Again, he was able to make a number of recommendations, notable amongst these in some key areas being "do nothing more"! This was itself indicative of his driving imperative to genuinely serve the real needs of his clients rather than those of a particular investment house or product. I look forward to a long and productive business relationship with Craig, and have no hesitation in recommending his services in providing advice in the field of financial services.
Craig offered very professional advice in relation to my own and my family's financial arrangements. During several meetings over a number of months, Craig was able to highlight a number of deficiencies in my existing arrangements and make restitution where necessary. I have every confidence in Craig and Dean Financial Solutions, and will continue to recommend him to friends, collegues and family.
Craig has been an excellent adviser, he is thorough and will find out about options. His advice is sound and has put my investments on the right track.
When for the first time in my life I found myself dealing with financial matters I could not have chosen a better person than Craig Dean. He has the ability to put people at their ease whilst remaining professional at all times. He really takes the time to listen to any concerns you may have and the risks you may or may not be willing to take with your investment. Should I need any further advice I would have no hesitation in using Craig Deans expertise. I also wish him all the success in the world.
Craig is very personable and professional you always feel like he has your best interests at heart and every question you ask is treated as important. He is knowledgeable about the markets and makes every effort to keep his clients informed. He is 100% customer focussed.
I have no hesitation in recommending Craig Dean to anyone seeking his financial advice. I believe I can do so because I have found the service provided by Craig to be friendly, fast, efficient and client centred. On past performance I can trust his advice and judgement.
Dean Financial Solutions provide an efficient and professional service. The principal of the practice, Craig, went out of his way to meet me at a time and place that suited me and was happy to take time explaining answers to my (sometimes quite basic) questions. I would have no hesitation referring Dean Financial Solutions to friends and indeed have already done so.
I have worked with Craig personally and have referred him to family, friends and clients in the past. Craig is honest, reliable and knowledgeable about his profession. I would have no hesitation in recommending Craig in the future.
We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.
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.
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.