The following is a selection of comments / feedback we’ve received from our clients!
“Jon, Meg and the team at Charles Dean could not have been more helpful through my whole SSAS transfer process, and the set-up of my portfolio. They found ways to get around the many obstacles that arose during the transfer, making the process smooth for me. Jon has also spent the time to understand what I really want to do with my portfolio and giving me very tailored advice. Would not hesitate to recommend them. ”
P Richardson, London
“This is to say a big thank you from me and my husband, to you, Jon, and your team at Charles Dean Ltd!
Thank you for all your help when you advised us where to invest some of our inheritance, you were extremely knowledgeable, very confident which made us feel as ease. We never felt pressured into anything and if needed any assistance with questions whilst filling forms out you were there to lend a helping hand. The girls in the office were friendly and helpful and responded to all our queries within a short time frame.
We appreciate all the help from Charles Dean Ltd and we look forward to our fruitful investments.
Mrs & Mrs Robins, Nottingham
“All amazing, professional, quick & easy for me. Good advice was given & everything followed up thoroughly for me. Many thanks as always.”
A Gates, Newark
“When sorting out life cover and income protection I was overwhelmed with all the information there was on different policies and which would be the best for myself and my family. It soon became apparent that I needed help to get the right cover and Charles Dean was there every step of the way. My questions were answered quickly, and I feel all I wanted from the cover was met at a great monthly premium. I will certainly be using Charles Dean Ltd again.”
Mr & Mrs Hooper, Mansfield
“Jon Hurst did an excellent job for us, he was patient in his explanations, laid out various options, wasn’t pushy on his recommendations and delivered what he promised. Happy to recommend him as an independent financial adviser.
Mr & Mrs Parlor, Nottingham
“I would just like to say how appreciative I am of your very competent handling of my account. It has made such a difference to have a regular monthly income after the death of my husband ten years ago.”
P Pressler, West Midlands
“Ever since we’ve had this company, which is many years, we’ve never had any problems, the advisors are great and a fantastic secretory. Would strongly advise to anyone to use this company. They are all polite, courteous and helpful.”
A Cooper, Nottinghamshire
“I would just like to say on behalf of the both of us, that we really really appreciate your honesty. It means so much to us that you would take the time to chat with us and give us such great advice, yet you don’t wish to take a penny off us at this moment in time!
We cannot thank you enough for your time. We will be recommending you to anyone that we know seeking financial advice!”
S2-Images, Wedding Photographers
“Jon and James where extremely helpful in guiding me through a pension transfer. Changing from one company to a comparable company and scheme was eased by their expertise and easy to understand advice.
Looking forward to dealing with all at Charles Dean in the future.
T Coe, Leicester
“My husband and I found Jon to be extremely professional, approachable, polite and helpful. He explained his recommendations to us in “easy to understand” terms and at no point did we feel pressured into making hasty decisions. He is transparent, honest and gives you all the information you need beforehand.
The whole team at Charles Dean are highly professional, communication with them is polite and everything is dealt with quickly and efficiently. Regular updates are provided to keep customers in the loop. We can honestly say that their customer service is exemplary. Special thanks to Katie for keeping us informed of developments at every step of the way.
We would definitely recommend Jon and his team to friends and family.”
Mr & Mrs Brown, Derbyshire
“My husband and I were concerned about our retirement and what to do with our personal pensions. We were introduced to Jon Hurst who explained about the pensions we had and gave us advice on the best options to meet our needs. Jon is open and honest about all the advice he gives and makes sure you understand all the implications. We are so grateful to have been introduced to Jon and now look forward to a happy and secure retirement. We do not hesitate in recommending Charles Dean Ltd and especially Jon Hurst for advice on Pensions.”
J & Z Collis, West Midlands
“We would like to thank you and your organization for the services you provided for us, your whole team were extremely helpful. We had major concerns as what, when and how to advance our pensions, but your professionalism and quality-oriented work ethic completely erased any concerns we had.
Rest assured if we ever need any financial advice in the future you will be the first we call; we will also be recommending you to friends and family.”
C & C Gray, Leicestershire
“Jon was extremely helpful in advising how we are best to deal with the change in the scheme and offered continued support to our colleagues should they have any questions in the future. I do however have some reservations regarding the knowledge Jon has in managing the scheme on Sage. His Pension knowledge is impeccable but how this is reflected in the sage system may require a bit of training perhaps.”
L Foley, Head of Finance, Progressive Property
“Steve and the team at Charles Dean have been a real help with my financial planning and I can’t thank them enough for the recent work they have done on my recent MBO/ share purchase for Radford Supplies Ltd. I received clear and concise advise throughout the whole process and would highly recommend there services.”
M Radford, Radford Supplies Ltd, Nottingham
“I was introduced to Jon at Charles Dean through my accountant, who spoke very highly of him. I value my accountant’s judgement, so arranged to meet Jon to discuss a pension plan. From the very first meeting I found Jon to be very professional and engaging. He provided very clear information on the options and products available to me and was transparent throughout. At no point did I feel that I was being coerced or encouraged to make any decisions I wasn’t comfortable with. I have ended up with a pension plan (SIPP) I am very happy with and I feel at ease that it is being managed well on my behalf. I would have no hesitation in recommending Jon and Charles Dean to friends and colleagues.”
A Bradley, Leicestershire
“I have used Charles Dean for the past 4 years for pensions and life insurance for both my clients and personally. I have found that their can do attitude and outstanding knowledge along with a personable approach not short of outstanding and would consider them a first choice for anyone looking for financial advice, pensions or life assurance. I will certainly be recommending them to all of my clients going forward and look forward to many more years working alongside them in business.”
C Benford, BFS Accountants Ltd, Mansfield
“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. After looking at my situation, Jon recommended that I stay with my existing pension provider, but change products (even though he would not any receive commissions for this intended pathway).
So, when it came to setting up our workplace pension for our employees, I was delighted that Jon could help us with this, Katie and Jon were efficient and did all the work for us, including presenting at our workplace to our employees, and ensuring our accounts dept were up to speed with what they needed to do. It was a totally pain free process and I look forward to working with Jon and Katie at Charles Dean going forward for many years to come.”
R Jones, IPS Estates, Nottingham
“As our business grew a lot last year, we had a clear need to get financial planning advice. Charles Dean came highly recommended and our experience was fantastic. From the beginning we felt well informed about our choices and Jon patiently and professionally guided us through the process. We had to work to a fixed deadline and I’m pleased to say that not only did we save tens of thousands of pounds in tax, but we were also pleased at the fair and transparent pricing structure. I would happily recommend Charles Dean to anyone looking to get unbiased and clear financial planning advice and guidance.”
D Wagner, http://danielwagner.com
“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.”
J Watson, Co-Founder and Partner, www.ExpertSuccess.com
“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.”
J Corey & Caryn Yeun, London
“I have received advice from Jon on both my pension and life insurance. Throughout he has been warm, courteous, friendly and knowledgeable. 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.
In addition the level of customer service I have received from Charles Dean as a whole has been exemplary and highly personalised. ”
A Conway, Leicestershire
“Like my father before me, I have always found Charles Dean very easy to deal with. Clear in their advice, without over selling and with sound results.A good asset to have.”
S Radford, Managing Director, Radford Supplies Ltd
“We have invested through Steve and Jonathon longer than we care to imagine and before that with Steve’s father Phil! Throughout we have found them readily approachable, professional, knowledgeable and trustworthy. A maxim used by Jonathon is;’ would I advise this form of investment for my parents in the same circumstances?’. A simple yardstick but extremely reassuring. Communication with them and with the office is efficient and always polite. Importantly they have invested our money appropriately and it has performed to our satisfaction. ”
K Smith, Nottingham
“We have been clients of Charles Dean for a number of years and have always found their service to be efficient and professional. Their help and advice regarding our financial arrangements has been invaluable.”
K & S Hopcraft, Loughborough
“Having been a client for a good many years now, I have received the utmost care and attention to my business matters and would have no hesitation in recommending this company.”
Mrs Porter, Loughborough
“I have known Stephen & his father before him for many years now. He has always provided us with sound financial advice and has been very supportive for my many questions. He proved to be an invaluable rock during the period after the death of my wife Sue and helped me through the process with care and sensitivity. I wouldn’t hesitate to recommend his services.
C Smith, Mansfield
“My relationship with Charles Dean Limited headed by Steve Pratt has existed now for eight years or so. I approached Steve’s father in 2008 seeking advice on investment planning for my then future retirement from work which successfully took place in 2015 as expected.
I can say with confidence that Steve (and his father before him) together with the team at Charles Dean have over the years provided me with professional advice that has been both friendly and relevant. Even in retirement I continue to use their expertise in order to receive advice in financial matters of a personal nature.
It is important I feel to consult with people that you can trust so that you can make informed decisions in what seems to be an ever changing financial world.”
J Brailsford, Tamworth, Staffordshire
“Steven has been my financial adviser for the past 20 plus years.
Over that time he has given me expert advise and guidance and has always been prompt to deal with any matters that have arisen.”
B Radford, Nottingham
“Our relationship with Steve Pratt and his father goes back nearly 10 years. We have always found them, together with the team at Charles Dean, approachable, professional and honorable. Choosing a financial adviser is fraught with pitfalls but we have found the advice given to be impartial and in our best interests and would highly recommend them.”
M & L Steane, Budleigh Salterton
“I have relied on Charles Dean for several years and have found Jon’s advice friendly and clear, without any pressure.”
M Duckworth, Nottingham
“I have been a client of Charles Dean for several years now. I find the regular quarterly updates really valuable and they are in regular contact with me by phone throughout the year.
I would happily recommend Jon as I find him to be reliable and approachable and he manages to make a difficult subject easy to understand.”
P Pratt, Mansfield
“Since becoming the business owner we have worked with Jon on a number of different areas but most notably, the workplace pension scheme. Jon has been very informative throughout and has made the process hassle-free and we know that we can rely on him with any queries.”
B Prajapati, Director, ROC Engineering
“Having dealt with a number of financial advisers over the years I had difficulty fully understanding my pension and options within my business to the point of being disillusioned with the industry. Since meeting with Jon and building a relationship with him, I now feel that I understand my circumstances and options in much greater detail. This is because he takes the time to explain and does this in a way that is easy to understand and digest and is very client friendly.”
L Southwick, Director, S&J Plasterers
“We are constantly approached by businesses trying to sell us professional services like financial planning, life insurance, pensions etc etc etc. The bizarre thing is most business need some sort of guidance on these types of subjects and unless you have someone in house, so where do you go? Charles Dean Ltd is my advice. I’m confident that everyone in the team is good, however, our experiences to date has been with Jon who is very knowledgeable, friendly and professional and Katie who is patient and understanding. I know that they are only a phone call away should I need them.”
P Moseley, Director, Web 4 Design Ltd
“I have only recently met Jon but in such a short time he has advised and initiated my way forward.
He has been very forthright and honest in his approach whilst taking my best interests into full consideration.
I would not hesitate to recommend Jon and his team to manage any future investments.”
C Southwick, Lichfield
“Both myself and my wife have always found Jon and the whole team at Charles Dean very friendly, approachable and extremely knowledgeable. They have really taken the time to understand our circumstances and help put a plan together for our long term savings and pensions. I would highly recommend their services.”
M Lee, Rainworth
“Jon visited our house recently for our annual review. We found Jon no different than his previous visits which is very friendly, calm and very approachable. Jon always takes an interest in ourselves and our family, never rushes or makes us feel uncomfortable throughout his visit. All our questions are answered and if Jon doesn’t know or needs more information he will always get back to us asap. My husband and I are more than happy with Jon and look forward to him continuing his role, as an excellent financial adviser, now and in the future.”
L Baugh, Sutton-in-Ashfield
“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. I have known Steve for considerably longer than that and along with Jon continue to be impressed with the services offered and the very personal approach they give to all matters. I would have no hesitation in recommending their services to anyone who is looking for similar advice and quality service”
S Porter, Terratruck Distribution Services Ltd, Leicester
“Trying to find out how best to use my pension funds was becoming a nightmare before I contacted Charles Dean. Their representative Jon who came to see me on several occasions was really nice and made me feel comfortable as he explained in simple terms what my options might be. He was very thorough in finding out what my attitude to investment was in terms of risk etc. He was then able to tailor a plan that suited my needs. I would have no hesitation in recommending Charles Dean for their polite, informative and trustworthy service.”
K Kelby, Nottingham