Dean Stevens, Chartered FCSI

DEAN STEVENS WEALTH MANAGEMENT

07812 008 180

01326 617 160

Dean Stevens Wealth Management

Dean Stevens Wealth Management was established in 2016, when it’s Principal Dean Stevens accepted an invitation to join St. James’s Place Wealth Management.

Prior to joining St. James’s Place Wealth Management, Dean embarked on a career in the financial industry in 2004. Having worked with companies including GE Money and Countrywide Group, Dean secured a place with a local advisory stockbroker in 2008, working on the trade floor advising on investments and managing portfolios for private and corporate high net worth clients. In 2015 Dean continued in financial services by joining a team of Independent Financial advisors, Anderson Lloyd advising clients on all aspects of financial planning.

Dean is committed to ensuring his industry knowledge remains relevant and current, by placing a strong emphasis on his own personal development. Having gained professional qualifications including gaining a Distinction for the Private Client Investment advice and Management certificate, Dean is now a Chartered Fellow to the Chartered Institute for Securities and Investments.

Dean, being a keen sports man, can often be found enjoying local football, tennis and golf as well as enjoying time with his family and friends.

Your home may be repossessed if you do not keep up repayments on your mortgage.

FCA regulated

Over 16 years experience

No-obligation, one-hour initial consultation

Restricted advisor

Covers whole of Cornwall and Devon areas

 

 

Areas of expertise:

Savings & Investment Planning

Retirement Planning

Retirement Income

Inheritance Planning

Mortgages

LOCATION

 

Dean Stevens Wealth Management
The Athenaeum
Kimberley Place
Falmouth
Cornwall
TR11 3QL

 

SERVICES

Dean Stevens Wealth Management provides a broad range of financial planning services including:

Investment Planning & Savings

Retirement Planning

Retirement Income

Inheritance Planning

Mortgages

retirement planning

QUALIFICATIONS

Dean has worked in financial services for over 16 years and is qualified to offer advice in a number of areas.

Chartered Fellow to the Chartered Institute for Securities and Investments (FCSI)

 

qualifications

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The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
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