Richard Dean

Richard Dean

Chartered Financial Planner
Cheltenham

I am a Chartered Financial Planner and head up the Financial Planning team in Cheltenham.

I have worked in financial services for over 20 years, first in investment management and, since 2008, as a financial adviser. I joined Crowe in 2012 and work closely with our tax, corporate and not-for-profits specialists.

I enjoy getting to know my clients and helping them to understand and meet their financial objectives.

What I do

  • Financial Planning
  • Pensions and retirement planning
  • Investments advice and consultancy
  • Tax efficient investments
  • Inheritance Tax (IHT) planning
  • Advice to Charities with investments
  • Business protection and corporate benefits

My clients

  • High net worth individuals
  • Family estates
  • Trusts
  • Charities
  • Businesses

Membership

 

 

Awards

"He is excellent in terms of his manner with clients and they are pleased with the advice provided."

"He is a very clever guy, he has sophisticated clients and looks after them very well."

- Chambers High Net Worth 2021                                                                                                                                                                                                                                                               Read full artilcle         


"He is very intelligent and fun. He is a sophisticated operator."

"He is very good on the client care side of things. He is responsive and knows how to handle clients and provide them with the necessary advice."
- Chambers High Net Worth 2020


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