Dean Hobbs

Regional Adviser Manager at Wills and Trusts Chartered Financial Planners Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
UK
Languages
  • English -
Skills

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Credentials

  • Dip.PFS
    Chartered Insurance Institute

Experience

  • Wills & Trusts Wealth Management Group
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Regional Adviser Manager
      • Jan 2020 - Present

      Award winning Wills & Trusts Group provides a unique, fully independent financial planning service. We work with family clients to maximise their investment returns through The Wealth Management Syatem, focusing on developing financial plans for our clients and their families. With our own trust company, in-house legal team, accountants and investment specialist we are able to provide advice that covers both creation and protection of our clients wealth. Award winning Wills & Trusts Group provides a unique, fully independent financial planning service. We work with family clients to maximise their investment returns through The Wealth Management Syatem, focusing on developing financial plans for our clients and their families. With our own trust company, in-house legal team, accountants and investment specialist we are able to provide advice that covers both creation and protection of our clients wealth.

  • Wills & Trusts Chartered Financial Planners
    • Thame, Oxfordshire
    • Financial Planner
      • Feb 2002 - Present

      Award winning Wills & Trusts Group provides a unique, fully independent financial planning service. We work with family clients to maximise their investment returns through The Wealth Management Syatem, focusing on developing financial plans for our clients and their families. With our own trust company, in-house legal team and investment specialist we are able to provide advice that covers both creation and protection of our clients wealth. Award winning Wills & Trusts Group provides a unique, fully independent financial planning service. We work with family clients to maximise their investment returns through The Wealth Management Syatem, focusing on developing financial plans for our clients and their families. With our own trust company, in-house legal team and investment specialist we are able to provide advice that covers both creation and protection of our clients wealth.

  • Townhouse Estate Planners Ltd
    • Buckinghamshire
    • Estate Planner
      • Jan 2014 - Jan 2020

      Providing an estate planning consultancy service for IFA's, Solicitors and Accountants Providing an estate planning consultancy service for IFA's, Solicitors and Accountants

  • Wills & Trusts IFP Ltd
    • Para-Planner
      • Jan 2002 - Jan 2006

  • Britannia Building Society
    • Financial Services
    • 1 - 100 Employee
    • Member Adviser
      • Nov 1999 - Jan 2002

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