Dean Robertson, Independent Financial Adviser

Dean Robertson, Independent Financial Adviser
Pine Vale Crescent
Moordown, Bournemouth BH10 6BJ
01202 527274 or 07713 858773

I am Dean Robertson, an Independent Financial Adviser (IFA) based in Moordown. I have worked in the financial services industry since 1998 and became an IFA in 2001.

In addition to being a member of the Personal Finance Society (PFS) I am proud to be a member of the multi-award winning local Chartered firm Strategic Solutions. The Chartered title is only offered to financial planning firms committed to developing and maintaining the knowledge and capability of their people so we can deliver the highest quality advice.

Chartered financial planning firms must also follow a demanding code of ethical practice to ensure that your interests are at the heart of the advice that we give.

I can help you with many areas of financial advice including:

  • Investments
  • Pension planning and retirement options
  • Mortgages & lifetime mortgages (equity release)
  • Life / health cover

I also specialise in helping small business owners and can suggest ways to save money and protect the business. I can also help you plan for the future, both as a business and as an individual.

If you need financial advice, and would like to arrange a free initial meeting either at your home or place of work, please get in touch by phone or text – or send me a message and I will get back to you as soon as I possibly can

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Dean Robertson, Independent Financial Adviser