Experience

Mark Dean Wealth Management

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Senior Independent Financial Adviser

  • Oct 2021 - Present

  London



M&N Insurance Services

• Private Client Manager

  • Feb 2015 - May 2021

  North London M & N is an IFA and general insurance broker serving the community in North London. Our clients are high net worth individuals . My role was created due to the success and expansion of the business.I predominantly service existing clients who have investment,protection,long term care,retirement and IHT Planning needs.



Bellpenny

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Financial Planner

  • Nov 2014 - Feb 2015

  West London I have recently joined Bellpenny as a Financial Planner covering a territory in West London and parts of Surrey.Bellpenny is a progressive,fast growing company and I am happy to have made the move.My short term goal is to achieve Chartered status as I am now within 2 exams of doing so.



Ashcourt Rowan Financial Planning Limited

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Independent Financial adviser

  • Oct 2010 - Nov 2014

  London, United Kingdom I am an IFA specialising in Wealth Management,IHT and Long term care for the older client.I have worked for Ashcourt Rowan since Octoberr 2010 after having been transferred from the Co-operative Independent Financial Advisers Ltd. I am Diploma qualified and am currently working towards Chartered status.



Co-operative independent Financial Advisers

• Independent Financial Adviser

  • Feb 2007 - Oct 2010

  I was a seminar adviser building a client base off the back of inheritance tax and wealth preservation seminars working mainly in London and Essex.



Wesleyan Medical Sickness

• Financial adviser

  • Aug 2001 - Feb 2007

  London West End and Harley street I advised doctors and dentists in London and in particular consultants in Harley Street and the West End of London .