Mark Dean Wealth Management holds the coverted Chartered status awarded by the Chartered Insurance Institute and is directly authorised by the Financial Conduct Authority. Founded in 2010 with a vision of providing first class impartial, unbiased Independent financial advice. It has since grown into a multi adviser firm with over £250m of funds under advice and many specialisms.
All our financial advisers are highly qualified with around 30 years+ experience each, some hold the respected chartered fellow designation which demonstrates advice excellence. All our advisers are able to advise on the broad range of products and services available to us, but many also specialise in specific areas such as: long term care/later life planning, international/cross border non domicile advice, pensions in divorce to name but a few.
Whether it’s tax efficiency, restructuring existing holdings, simplifying administration, cashflow analysis, reducing costs or simply searching for peace of mind that your money will last your lifetime, we have many years of experience in finding the most suitable solution for you and your needs. We research and select products and services from the ‘whole of market’ and have a detailed understanding of offshore products/services as well as onshore and how they may be suitable or otherwise to your financial planning, depending upon your current situation, future goals and aspirations.
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.
Tom has worked in Financial Services for over 30 years, beginning his career in 1988 with The Royal Bank of Scotland. He qualified as a financial adviser in 1993 and has worked for several high street banks including Woolwich and Barclays, as well as Grant Thornton, an accountancy firm, providing financial advice to a wide range of clients. Tom has an impressive set of qualifications and is currently a Chartered Financial Planner and a Fellow of the Personal Finance Society. In 2020 Tom furthered his education by completing a Masters degree in Financial Planning and Business Management.
Tom has worked for Mark Dean Wealth Management since 2019 and is committed to staying with the business long-term. He is currently in the process of becoming a 50% shareholder.
Tom has a passion for helping clients achieve their financial goals by providing valuable financial advice and coaching, helping them to make the right decisions ...
Nicki has over 29 years’ experience in the Financial Services Industry. Based in London she specialises in providing Bespoke Independent Financial Advice in the Non Resident and Non Domicile sectors as well as the Corporate Market.
Nicki had previously been part of a unique team set up at HSBC London to advise High Net Worth Internationals from all around the world. With a successful career at HSBC spanning 23 years she
then left to join another IFA firm with a focus on advising international high net worth private clients & corporates and finally joined the Mark Dean Wealth Management team in May 2020.
Joe has over 30 years of experience in the financial services profession, having worked with
global banks, accountancy firms, and stockbrokers in the City of London. He brings a wealth
of expertise and a genuine commitment to helping individuals, families, and trustees
achieve long-term financial security.
As both a Chartered Financial Planner and a Certified Financial Planner™, Joe holds two of
the most prestigious designations in the profession—demonstrating his technical expertise
and dedication to the highest standards of client service.
He specialises in creating bespoke financial planning strategies for private clients and
trustees who are preparing for retirement, growing their investments, or looking to
preserve wealth for future generations
Joe lives in Surrey with his wife and two children. Outside of work, he enjoys travel and a
range of sports, particularly golf and padel.
Phil has been in the financial services sector since 1987 with the first 10 years in Retail Banking and then an Independent Financial Adviser (IFA) since 1997.
Phil deals with all aspects of financial planning but focuses mainly on tax efficient investments on behalf of clients including Individual Savings Accounts (ISAs), Offshore Bonds, Trusts and Pensions. Phil is keen to help families structure their financial affairs to maximise returns and tax efficiency as the funds pass between generations.
Verified Reviews
In collaboration with Thomas (Tom) Weymouth
very happy customer
In collaboration with Thomas (Tom) Weymouth
Advice and arrangement of a pension annuity
In collaboration with Dean Mullaly
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.
In collaboration with Dean Mullaly
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.
In collaboration with Thomas (Tom) Weymouth
Tom provides detailed advice, well prepared and pragmatic. His communication is straight forward and he explains with great clarity.
In collaboration with Thomas (Tom) Weymouth
Pensions
In collaboration with Nicki Malik
Stocks and cash accounts
In collaboration with Thomas (Tom) Weymouth
Extremely pleased with the Service provided, Tom clearly understood my situation and offered me some different strategies that I hadn't even considered to maximise my benefits.
In collaboration with Nicki Malik
Nicki advises my husband and myself on our investments and on financial planning in our retirement. I have known her for over 15 years and have full confidence in her judgment and knowledge. She has always been very supportive and helpful.
In collaboration with Nicki Malik
Plans for retirement and investment of funds. Nicki is the best FA I know, as she is professional, trustworthy, empathic, an excellent communicator and invaluable too. I have no hesitation recommending Nicki, due to the quality of service she provides.
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Adviser contact details
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