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Financial Advisor in Reading

David Dean

I am an Independent Financial Adviser in Reading and have been in the industry for over 20 years.

I specialise in advising on Investments, Pensions, Pension Transfers, and Inheritance Tax Planning.

Covering Reading, Oxford and the surrounding areas and happy to give face to face advice with a free initial meeting to establish customers needs and requirements.

Initial meeting is free of charge.

Financial Advice Services


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My Financial Advice Process

1

At your initial meeting (which is free of charge) I will discuss the advice process with you and help you understand how I am able to assist with your financial needs.

2

I will carry out an extensive assessment of your financial circumstances to understand your situation and present you with an appropriate recommendation.

3

I will arrange and implement your agreed plan. This will include handling all of the fund and policy administration and ensuring documents are issued in line with your expectations.

4

As your financial and personal objectives may change over time I believe ongoing support is crucial in ensuring your investment portfolio remains up to date and will give you regular updates and information regarding your investments.

Financial Guidance