Dean Robertson FPFS, Cert CII (MP & ER)

Chartered Financial Planner

 

 

Dean has been working in the financial services industry since 1998 and became an Independent Financial Adviser in 2001. 

 

He is a Fellow of the Personal Finance Society (PFS) and holds the following professional qualifications;

FPFS - Chartered Fellow Personal Finance Society

APFS - Personal Finance Society Advanced Diploma

AF3 - Pension Planning

AF4 - Investment Planning

AF5 - Financial Planning Process

AF6 - Senior Management and Supervision

AF7 - Pension Transfer


J04 - Pension funding options
J05 - Pension and income options
J06 - Investment principles, markets and environment
J08 - Financial planning practice

J10  - Discretionary Investment Management

J12  - Securities Advice and Dealing

ER1-  Equity release 

CF8 - Long Term Care

Financial Planning Certificate 1, 2 and 3 (CII)

MAQ - Mortgage advice Qualification



Dean lives in Bournemouth and is happily married with two children. Dean loves the outdoors and enjoys walking holidays and mountain biking.

Contact Dean Robertson today