Dean Mullaly
Mark Dean Wealth Management
Mark Dean Wealth Management has a focus on providing financial advice to clients with a more international lifestyle.
As International Independent Financial Advisers, our clients benefit from advice on the broadest range of products and services. Whether it is for investment advice, retirement planning, offshore trusts & tax planning or simply restructuring existing holdings to reduce costs or simplify administration, we have many years of experience in finding the most suitable solutions tailored for our clients’ needs. We provide impartial, unbiased and objective Independent financial advice, with a view to protecting and enhancing our client’s wealth and peace of mind. We have extensive experience and a detailed understanding of offshore products/services available and how they may be appropriate or otherwise to your plans depending upon your future goals and aspirations.
Services
Wealth Management
Multi-Jurisdictional tax efficient investment solutions
Checked on
06.02.2024
Cash Management
Time to get your cash working harder for you
Checked on
06.02.2024
Family Protection
Protect those you love that are most important to you
Checked on
06.02.2024
Estate and trust planning
Don't allow the taxman be your largest beneficiary
Checked on
06.02.2024
Foreign Exchange
Beat the banks, get as close to spot rate as possible
Checked on
06.02.2024
Retirement Planning
Helping you make the most of all your retirement pots
Checked on
06.02.2024
Accreditations
Financial Conduct Authority
Checked on
23.01.2024
Mark Dean Wealth Management is authorised by the FCA.
Insurances
Howden PII
Awaiting Confirmation of PII
Verified Reviews
Latest Reviews
Investment advisor
In collaboration with Mark Dean Wealth Management
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Dean has taught me so much in the past 7 years going above and beyond the role of a financial advisor. His explanations are comrehendable and explained with examples to clarify the topic at question. He stays up to date on world economics and can advise wisely.I honestly don’t know how I would of felt so financially confident if Dean wasn’t with me all the way.
B Anderson
Reviewed on 2024-08-11 22:56:01Investments, IHT mitigation
In collaboration with Mark Dean Wealth Management
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I met Dean shortly before he set up his company, 14 years ago. We had been through a couple of advisers, who were commission driven, but Dean was different. He has high integrity, is generous with his time, and has advised us well over the years. We always laugh that he holidays at the same hotel, but we feel that “boring” is a good trait in an adviser - not jumping into new, “exciting” investments. A few years back, we went through a beauty parade of local advisers, conscious that we were getting older and that we just had Dean as our contact at his firm. However, we didn’t think that the other advisers offered anything better, and Dean has since got his succession plan in place. We have met his new partner, who shares the same values as Dean, and our kids have had the opportunity to meet both of them. We can wholeheartedly recommend Mark Dean Wealth Management.
Careful investor
Reviewed on 2024-08-06 07:13:12No media uploaded.
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Dean Mullaly
Adviser contact details
- 0207 458 4588
- 07900 580342