Independent Financial Advisers in Guildford > Barrie Dean Financial Management

Barrie Dean Financial Management

View phone number 8 Northbrook Road, Aldershot,
Aldershot,
GU11 3HE
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About Us

Brief description

Personal independent wealth management service, with over 25 years experience, for both individuals and businesses. Offering a review of existing pension, retirement options, long term tax efficient investment for either growth and/or income including ISA's , health and life assurance protection arrangements, discussion of current and future needs and an ongoing proactive review service. Happy to work on a fee or commission basis. ...

Trade Bodies / Associations

Barrie Dean Financial Management is an appointed representative of IN Partnership the trading name of the On-Line Partnership Limited which is authorised and regulated by the Financial Services Authority. Barie Dean Financial Management is a member of the Best of Aldershot .... visit www.thebestof.co.uk/aldershot for testimonials....and also a member of Farnborugh Jets Chapter of Business Network International (BNI).. the largest business referral network in the world.

Any Specialist Products or Services?

Barrie Dean has been in the Financial Services Industry since 1970 and first became an IFA in 1983. The company now offers a personal service in individual and corporate financial planning. Specialising in Pension & Retirement Planning, Investments, Inheritance Tax planning, Life Assurance and Critical Illness cover, Private Medical cover and Income Replacement cover.

Facilities at our premises