Dean Robertson Dip PFS,Cert CII (MP & ER)

Independent Financial Adviser

 

 

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

 

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

Dip PFS - Personal Finance Society Diploma (PFS)
MAQ - Mortgage advice Qualification
J04 - Pension funding options
J05 - Pension and income options
J06 - Investment principles, markets and environment
J08 - Financial planning practice

AF4 - Investment Planning

AF5 Financial planning process 

Financial Planning Certificate 1, 2 and 3 (CII)

J10  - Discretionary Investment Management

J12  - Securities Advice and Dealing

AF3 – Pension Planning

ER1-  Equity release  

AF7 - Pension Transfers

CF8 - Long Term Care



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