Jonathan Hurst – Financial Planner
Jon (Jonathan) is our lead client advisor, having joined Charles Dean Ltd in 2014 after working for AXA, Mattioli Woods and Talbot & Muir.
Jon possesses a very strong range of experience within Financial Services, with a veritable wealth of experience in the pension arena. Jon has helped clients buy a whole range of pension assets including discretionary portfolios, commercial units, land and golf courses, as well as assisting multiple business owners with using their pension schemes to purchase commercial premises.
More recently Jon has been helping business owners comply with their auto-enrolment duties as well as providing in-depth analysis and research into investment propositions and tax planning strategies. He is well on his way to becoming a Chartered Financial Planner and to take over the helm at Charles Dean Ltd in the near future.
In his private life, Jon enjoys spending time with his fiancé and is an ardent supporter of Nottingham Forest Football Club.
Steve Pratt – Managing Director
Steve Pratt is a Corporate Financial Planner, with a successful track record of client and business financial management, spanning over twenty years. He owns multiple businesses and has significant experience in Mergers and Acquisitions, an aspect of financial planning where experience is hard to find.
As a property developer and investor with a large portfolio of both residential and commercial property, he uses this knowledge to help some of our clients to achieve their property and financial goals. There are several areas where his expertise has proven valuable for our clients, especially in relation to commercial property purchases.
Steve is currently working closely with Jon Hurst to develop Jon’s broader business skills and the business’ readiness for a planned Management Buyout (MBO) which will create the next exciting stage of development for Charles Dean Ltd and our clients.
His passions include buying companies, growing his property portfolio and travelling. He is a massive foodie who enjoys wine and skippering yachts in warm waters (although not at the same time).
Katie Lee – Office Manager
Katie joined the team in 2017 and has quickly established herself as an indispensable part of Charles Dean. Working closely with Jon, Kate stands by as Office Manager to make sure our service to you remains top-notch and always on time.
Kate is currently working towards a certificate in Financial Services through the CII and is looking forward to developing new skills in the Financial Services industry.
In her spare time, Kate enjoys spending time with her husband Matt, walking her two Alsatians- Riley and Bella and going to the spa.