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Lawrence Dean

Diploma In Financial Planning

As a Financial Planner, I have over 17 years of experience in financial planning. I priorities to nurture lasting client relationships by providing clear and concise advice; helping clients make important decisions and helping to ensure their objectives and plans are met. Outside of work I enjoys listening to music, football and going to the gym.

About

I have been operating as a Financial Planner for over 17 years. I have operated in different spaces, whether it be for big high street banks, small boutique or independent firms.

I thrive in this industry for two main reasons. I get to fundamentally help people achieve lifelong goals and the role allows me to meet many different people from different walks of life, which is something I genuinely enjoy.

My clients consist of city professionals, business owners, contractors and families.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Intelligent Wealth Planning Limited is registered in England and Wales, Number 09114702. Registered Office: The Engine House, 2 Veridion Way, Erith, DA18 4AL.