Dean Wills
Dean Wills
FCII
I am a Chartered Financial Planner and a Fellow of the Chartered Insurance Institute, which is the highest qualification awarded by the professional body. This shows my commitment to professionalism, ethics, business practices, and professional development. My goal is to help my clients achieve their financial objectives and secure their financial future.
About
With years of experience in the financial industry, I have developed a deep understanding of the challenges and opportunities that individuals and families face when it comes to managing their wealth.
I believe in a personalised approach to financial planning that takes into account each client's unique goals, needs, and circumstances. By working closely with my clients, I am able to develop customised investment strategies and financial plans that align with their objectives and help them achieve their long-term financial goals.
Whether you are just starting to build your wealth, planning for retirement, or looking to protect and preserve your assets for future generations, I am here to help. With a focus on transparency, trust, and open communication, I am committed to providing my clients with the guidance and support they need to navigate the complex world of finance with confidence and peace of mind.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value may therefore go down as well as rise. You may get back less than you invested.
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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 21/07/2023
The Partner 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.
