Dean is a fully-qualified banker and independent financial adviser and has nearly 35 years’ onshore and offshore experience acquired in retail, premier and private banking sectors. He started his career in financial services in the mid-80s, initially working for one of the large High Street banks in the UK. In the mid-90s, he moved offshore to the Isle of Man where he spent nearly 25 years in various banks and IFAs dealing with expatriate clients all over the world.
Dean enjoys building and developing long-term relationships with his clients either in person or remotely via telephone or video calls. This provides a thorough understanding of each client's aspirations, enabling a tailor-made solution to be produced to achieve the objectives in a cost-effective, flexible and tax-efficient manner.
Based in our Marbella office, in his spare time Dean enjoys various sports including cycling, running, squash and 5-a-side football.
- Associate of the Chartered Institute of Bankers (ACIB)
- Financial Planning Certificate (FPC)
- Certificate in Mortgage Advice and Practice (CeMAP)