About Dean
Dean is a financial adviser with 10 years of experience in the expatriate market guiding clients towards their financial goals. For the past decade, he has been based in the vibrant and diverse landscape of Marbella, where he has honed his expertise in wealth management and investment strategies tailored to the European market.
Originally from Ireland, Dean pursued his passion for finance at an early age, obtaining his Qualified Financial Adviser designation from LIA, Ireland before moving to Spain in 2014. With a keen eye for detail and a deep understanding of tax laws, Dean has become a trusted adviser for individuals and families alike. His approach is characterized by a commitment to personalized financial planning, where each client's unique circumstances and aspirations are carefully considered and recognizing the pivotal role of tax-efficient structures in maximizing investment returns for his clients.
Whether you are planning for retirement, growing your wealth, or safeguarding your legacy, Dean is dedicated to being your trusted partner every step of the way.
In his spare time, he enjoys experiencing the beauty Spain has to offer, spending time with his fiancee and dog, and playing football and padel to keep fit.
Qualificatinos
- Qualified Financial Adviser - LIA