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The products and services that we advise on span a wide range of areas and include:
- Wealth Management: By combining financial planning with advice on asset allocation and fund reviews, we provide clients with strategic guidance for how best to capitalize on opportunities to preserve and grow their wealth.
- Retirement Planning: The options at retirement have become increasingly varied and complex. At Winter Dean, we help you craft the retirement plan that best suits your needs by advising on a wide array of options, ranging from pensions to savings as well as other investment solutions.
- Property Purchase: While finding the right mortgage is singly the biggest concern for most clients we endeavour to look at the whole package, finding a solution that is suitable for you in terms of protection, affordability and overall value.
- Protection: We can advise on protection policies to suit your circumstances, ensuring that your home and family are protected in the event of death, serious illness or if you are unable to work due to accident, sickness or unemployment.
- Estate Planning: We offer comprehensive estate planning solutions that will provide financial and emotional stability to family members at death and will protect your assets for future generations.
Some of our services may incur a fee; full details will be provided at an initial consultation.
Winter Dean does not hold client money or provide discretionary portfolio management.
The Financial Services Authority does not regulate taxation and trust advice.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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