Jon was extremely helpful in advising how we are best to deal with the change in the pension scheme and offered continued support to our colleagues should they have any questions in the future.
Despite being educated I find money management, pensions and investment really difficult to understand and I was very anxious about my ability to understand what was being said to me. Jon instantly put me at ease and made all his explanations simple and clear such that I felt confident to make an informed choice about my financial affairs.
Have found Jon and Steve to be incredibly knowledgeable and more importantly, helpful, approachable and well-informed. Conversations/email exchanges have been interesting and informative. Really appreciate their patience and professional manner. Pleased and satisfied with the business relationship to date.
We have been a client of Charles Dean for more than four years and in that time, have been extremely pleased with the work and advice that they have given towards pensions and life assurance requirements for all of the staff.
Thanks to Charles Dean Ltd and their expertise, I have managed to significantly reduce a sizeable potential tax liability. As time was precious I was impressed by their professionalism and efficiency and would gladly recommend their services.
After meeting different wealth advisors over a two-year period, I was getting increasingly frustrated at not finding the level of advice I required to meet my needs as a Property Investor. In January 2017, I was introduced to Jon@Charles Dean by a friend, and immediately found the level of expertise I needed to move forward with my pension arrangements for myself and my wife.
Chartered Independent Financial Advisers & Planners
Charles Dean Ltd are an Independent Firm of Chartered Financial Advisers and Planners based in Mansfield, near Nottingham predominantly servicing clients from across the East and West Midlands.
We provide independent advice on packaged retail investment and insurance products (these include but are not limited to pensions, investment bonds, investment accounts, annuities, ISAs and savings plans) and structured investment products only.
As Chartered Financial Planners, we are publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
Why choose a Chartered Firm?
The Chartered Insurance Institute (CII) has been entrusted with raising standards in the finance sector since 1912. They award Chartered status to individual professionals and firms who display eminence in their field.
By choosing Chartered, you are choosing a financial planner who has made a public commitment to professionalism who must maintain standards of excellence in qualifications, ethics, business practices and professional development.