Dean Barham
Director at Prospect Tree Financial Services Ltd- Claim this Profile
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Bio
Ricardo Da Corte
I spoke to Dean about my needs to have adequate life insurance for myself and my wife. We have a new business, kids, mortgage, etc... It's vital to have the peace of mind a good insurance can provide. Dean jumped in, found me a great product and threw in a monthly savings on top. He kept me up to date along the way, brought the paperwork to me and kept on top of the process from beginning to end. I cannot recommend the services of Dean and Prospect Tree Financial Services more highly.
Ricardo Da Corte
I spoke to Dean about my needs to have adequate life insurance for myself and my wife. We have a new business, kids, mortgage, etc... It's vital to have the peace of mind a good insurance can provide. Dean jumped in, found me a great product and threw in a monthly savings on top. He kept me up to date along the way, brought the paperwork to me and kept on top of the process from beginning to end. I cannot recommend the services of Dean and Prospect Tree Financial Services more highly.
Ricardo Da Corte
I spoke to Dean about my needs to have adequate life insurance for myself and my wife. We have a new business, kids, mortgage, etc... It's vital to have the peace of mind a good insurance can provide. Dean jumped in, found me a great product and threw in a monthly savings on top. He kept me up to date along the way, brought the paperwork to me and kept on top of the process from beginning to end. I cannot recommend the services of Dean and Prospect Tree Financial Services more highly.
Ricardo Da Corte
I spoke to Dean about my needs to have adequate life insurance for myself and my wife. We have a new business, kids, mortgage, etc... It's vital to have the peace of mind a good insurance can provide. Dean jumped in, found me a great product and threw in a monthly savings on top. He kept me up to date along the way, brought the paperwork to me and kept on top of the process from beginning to end. I cannot recommend the services of Dean and Prospect Tree Financial Services more highly.
Credentials
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Diploma Level 4
Institute of Financial ServicesAug, 2012- Sep, 2024
Experience
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Prospect Tree Financial Services Ltd
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United Kingdom
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Financial Services
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1 - 100 Employee
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Director
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Apr 2009 - Present
Independent Financial Adviser (IFA) specialising in pensions, investment and protection for both individuals and business. Independent Financial Adviser (IFA) specialising in pensions, investment and protection for both individuals and business.
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NatWest
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Banking
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700 & Above Employee
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Business Financial Planning Manager
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Sep 2005 - Mar 2009
Providing financial planning to the SME marketplace. After 4 years decided to leave NatWest and set up Prospect Tree Financial Services and offer Independent Financial Advice to the public and small business market. Providing financial planning to the SME marketplace. After 4 years decided to leave NatWest and set up Prospect Tree Financial Services and offer Independent Financial Advice to the public and small business market.
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Financial Adviser
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Apr 2002 - Apr 2005
Personal Financial Adviser to The Banks clients, specialising in pensions, investments and life assurance Personal Financial Adviser to The Banks clients, specialising in pensions, investments and life assurance
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Independent Financial Adviser
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May 1998 - Mar 2002
Independent Financial Adviser Independent Financial Adviser
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Education
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1980 - 1985
Bacons
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1978 - 1980
John Wycliffe
Community
