Business Focus

Dean Robertson, Independent Financial Planner

My name is Dean Robertson and I’m an Independent Financial Planner who is lucky enough to live locally in the Redhill area so have lots of chances to walk Timmy my Jack Russel over the park.

I’m married with two grown up children, and now have two beautiful granddaughters. When I’m not working I enjoy the outdoors, whether out on my bike or just wandering around with my camera snapping at the scenery.

The title on my business card is ‘Dean Robertson Dip PFS, Cert CII (MP &ER)’ which looks impressive, lots of qualifications etc, but in reality I really just enjoy helping people.

Finance can be a dry subject and can be very confusing; it’s easy to be lost in the complex ideas and jargon. I break it down for people so they understand what they have and what they actually need.

A huge need for people these days is with their pension and retirement planning. So many people get their annual statements through and if they are read they are rarely understood.

Is it doing what they hoped? People are aware of pension flexibility but what actually does that mean to them and what options should they take when the time comes?

That’s where I can help.

I’ve chosen to work with the local firm of Strategic Solution Financial Planners as I’ve known the people involved for many years and know that care for their clients is the top priority. This is evidenced by the long list of awards received by the firm including the Moneyfacts Investment Adviser of the year award 2015 and 2017 as well as highly commended in 2016. We are the only firm to win it twice. A major factor in the judging of the award is real client feedback so it’s an award that we are justly proud of.

If you need some help with your finances please let me know, and if you see me walking Timmy in the park say ‘Hi’.

Call me on 01202 527274

Email dean.robertson@ssfs.co.uk

Website www.ssfs.co.uk

This article was first published in The Local Eye Issue 150 (April 2018)

If you are an MTA Member and would like to write your own Business Focus article for the magazine and website, please contact Roger Eede or Chris Wilson

Share This