“The advice you will receive from me will be transparent, effective and personally tailored to your needs with the aim of building a long term, successful partnership.”

Christian Hughes Dip PFS, CeMAP
Managing Director & Independent Financial Advisor

“The advice you will receive from me will be transparent, effective and personally tailored to your needs with the aim of building a long term, successful partnership.”

Christian Hughes Dip PFS, CeMAP
Managing Director & Independent Financial Advisor

“The advice you will receive from me will be transparent, effective and personally tailored to your needs with the aim of building a long term, successful partnership.”

Christian Hughes Dip PFS, CeMAP
Managing Director & Independent Financial Advisor

Upon contacting me, you will find Christian Dean Financial Planning offers a fresh approach to Independent Financial Advice. I believe your Advisor should aim to be transparent in their dealings, effective in their recommendations and that advice should always be personally tailored. With years of experience in all areas of financial planning, I have put this ethos into a wide and varied range of solutions for Private and Corporate clients alike.

About Christian and CDFP

My sole aim is to deliver independent financial planning for you in a transparent, effective and personal manner.

Based upon years of experience but with the use of the latest technology, my advice is both time tested and cross checked against the latest products and services.

Getting to know you personally both at the initial and ongoing stages of our relationship, I am able to gauge your needs and requirements against what is available from the entire market. It also allows us to agree what level of ongoing service is required, ensuring any future goals are kept on track.

With fees set at the outset, based upon your specific needs, you know exactly where you stand and that any subsequent recommendation will be made without collusion or negative contributing factors. Independence is something that I take very seriously and there are no ties to any particular product or service provider. Simply put, what I feel is the best in terms of your needs, objectives and goals is always presented first, without compromise.

Client Review and Ongoing Service

Once the initial solution has been implemented, I am only too aware that in order to maintain your objectives, we need to ensure your needs are cared for in the right way going forward.

It is important that you ensure your planning continues to meet your set objectives and that your existing provisions are still effective. With this in mind, the ongoing client service review ensures a ‘current’ level of advice is held and that any changes can be made along the way.

Private Clients

As your partner for all of your financial planning needs, I will develop a tailor-made solution that is based on your current goals and objectives with a firm eye on the future.

 

Investment

With many years of experience dealing in the high net worth arena I am well versed in building investment portfolios that can deliver your specific aims and objectives.

Furthermore, I can offer an impartial appraisal of your existing holdings to ensure they meet your appetite for risk, offer a credible return when compared to their peers and are held in the best vehicle given your own personal circumstances.

 

Retirement Planning

It is important to consider your pension needs at an early stage and become acquainted with the various options that will be available now whilst in the build stage and later on when you begin to enjoy the fruits of all your hard work.

Whether it be tax efficient pension planning for your retirement or assistance with regard to your present retirement options such as an annuity. Rest assured, I will be available for you throughout this entire journey ensuring you remain on track and that your plans remain fit for purpose.

 

Protection

One of my main briefs as a Financial Planner is not only help people build their wealth, but also protect it against illness, death and unnecessary tax. Whether it be the need to protect you, your family or your children’s future inheritance, I am able to provide a bespoke solution specifically tailored to suit your needs.

 

Mortgage Advice

Your home is your most precious asset and without doubt the most expensive purchase you will ever make. With this in mind, it makes sense to gain professional advice with regard to your mortgage and the way in which you protect it against any event that life can throw at you.

A fee of up to £595.00 is payable at outset and I may also receive commission from the lender. Should you prefer to receive advice on a fee only basis then I am more than happy to do so.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Corporate Clients

This landscape is under a perpetual state of change when it comes to the needs of a business and their plans for the future. Whether it be specific needs for the management team on the restructure of their employee benefits or more personal with regard to exit strategies for individuals. Having spent several years as a Corporate IFA, I feel well placed to help you and your business.

 

Shareholders, Directors and Key People

What happens when your key people are away on holiday? I am sure the business manages over a one or two week period but what if the individual was out of action for a period of months or even completely lost due to a sudden death? It is never possible to replace an individual from a personal perspective but we can help you insure against the potential loss of profit and income.

The same could also be said for shareholder and directors whether it be in a physical capacity as a key employee or financially due to the needs to pay out their shareholding to the estate. Again, this can be planned for and mitigated against if done in the correct way so as to avoid unnecessary cost and inconvenience.

 

Employee Benefits

Your employees are one of your greatest assets and probably the most costly to replace. I can build a market leading benefits package that helps with employee retention and regulatory compliance as an employer. In particular, there have been many enquiries for assistance over recent years with regard to Auto Enrolment.

Contact Us

Keen to ensure I maintain only the very best of service for my existing clients and that any future relationship is a suitable fit, CDFP no longer accepts enquiries from potential clients that have not been referred by an existing client. If you have been referred to this site by one of my current clients, please do not hesitate to get in touch by completing the attached enquiry form on the right or call or email me directly.

 

t. 01543 547 047
m. 07519 651 431
e. christian@christiandean.co.uk

 

Christian Dean Financial Planning Ltd, 3 Walnut Walk, Lichfield, Staffordshire WS13 8FA

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