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. The Chartered Insurance Institute (CII) has been entrusted with raising standards in the finance sector since 1912.
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. The Chartered Insurance Institute (CII) has been entrusted with raising standards in the finance sector since 1912.
Services
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.Jon is now a Chartered Financial Planner having passed the qualification back in 2019 and became a director of the business shortly afterwards.
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.Jon is now a Chartered Financial Planner having passed the qualification back in 2019 and became a director of the business shortly afterwards.
Reviews (1)
Josh Roberts
May 18, 2018
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Charles Dean was recommended by my accountant and I have not been disappointed. Jon and the team at Charles Dean have been brilliant! Very knowledgeable and efficient always keeping me updated and providing on-going financial advice to suit me and my family. I would highly recommend Charles Dean as they have been great from the first contact!
