Dean Financial Solutions offer a comprehensive, holistic approach to financial planning including, but not limited to:
- Investment planning
- Portfolio Construction & Wealth Management Pension planning including solutions at both pre & post retirement
- Estate planning and Inheritance Tax mitigation strategies
- Mortgages and remortgages in Belfast and Northern Ireland and a broad spectrum of other financial planning needs.
Our service is built on the understanding that every client is unique and therefore deserves a bespoke service to best meet their needs.
Our philosophy is centred around working closely with our clients; acting at all times with honesty, integrity and diligence in order to cement a long term relationship. We work in partnership with each client, whether they are an individual, family, business or charitable organisation to help achieve their short and long term financial goals. The success of our business is built on word of mouth referral - a further endorsement of the quality of service that we deliver.
In addition to working towards our clients' future financial aims and aspirations we also pride ourselves on our ability to keep our clients up to date on the latest market developments as they happen, our weekly Market Bulletin is just one example of how we do this. Click here to receive the bulletin.
Your home may be repossessed if you do not keep up repayments on your mortgage.