An Associate Partner Practice of St. James's Place Wealth Management

Dean Financial Solutions

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Craig Dean

BA (Hons) DipPFS
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.

About

Craig Dean, Principal of Dean Financial Solutions is a very experienced, Chartered Financial Planner, with substantial experience both in the UK and international markets and an excellent track record for client satisfaction.

Craig has built up a thriving client base throughout the Greater Belfast area and Northern Ireland.

Originally from Middlesbrough, Craig has settled in the Ballymena area with his wife Andrea and their young family. Away from Financial Services, Craig’s interests include football (yes he is a Middlesbrough fan!), golf, reading, personal development and spending quality time with his family and dogs.
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Craig Dean

3b Tullynahinnion Road, Portglenone, Ballymena, County Antrim, BT44 8ET

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We'll help you find the right investments so you can achieve your financial goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgage broking and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
Planning for the tax year-end
Whether it’s planning your investments or your legacy, now is the time to act before the tax year-end deadline on 5 April.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.
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.
Malcolm Keys
Past performance is not indicative of future performance.
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.
Tim Bailey
An investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.
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.
John Moore
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.
Name supplied
An investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.
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.
Mrs Barbara Fletcher
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.
Maria Kennedy
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.
Name Supplied
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.
Des McCall
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.
Anne McAllister

Why Choose St. James's place?

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.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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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.

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.

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Craig Dean
Dean Financial Solutions