Allen Louis Smith (MLIBF Dipfa) is a Senior Wealth Manager for Grove & Dean Wealth Management.
Allen joined Grove & Dean in March 2015, is a member of The Institute of Financial Services and holds his level 4 Diploma for Financial Advisers via The Institute of Financial Services. Prior to joining Grove & Dean, Allen ran his own Practice for two years, following a 21 year career delivering financial advice through the Lloyds Banking Group and is looking forward to the opportunity of developing Grove & Dean Wealth Management with Ian.
“I have always enjoyed delivering flexible, secure and long-term financial solutions for my clients and helping them develop greater security and prosperity. Seeing success that’s built over many years is uniquely satisfying and I look forward to assisting many new clients with Grove & Dean Wealth Management.”
Allen holds all the relevant licenses to deal with a wide range of client needs and can help with all aspects of financial planning; from dealing with clients protection, investment planning and both pre and retirement planning. In Allen’s spare time he enjoys spending time with his family, particularly whilst on holiday abroad. He is a season ticket holder at Colchester United FC and a devotee of funk music from 1973 to 1979.
Ian Cox (MLIBF Dipfa) is a Senior Wealth Manager for Grove & Dean Wealth Management.
Ian joined Grove & Dean in March 2013 after 15 years as a Financial Adviser with Lloyds Banking Group and has a total of 23 years’ experience within financial services. Ian holds all the licenses required to look after a wide range of client needs, from dealing with clients protection requirements, investment planning and both pre and retirement planning – thus enabling him to offer clients advice on the whole spectrum of financial planning.
“I believe in face to face meetings and really getting to know my clients, ensuring that the best possible financial plans are in place for them. I get a great deal of satisfaction from knowing that their needs are taken care of, now and in the future.”
Ian is currently a member of The Institute of Financial Services and holds his level 4 Diploma for Financial Advisers via the Institute of Financial Services. While not at work, Ian enjoys spending time with his family and has a passion for classic cars and motorsport. As an active member of the Round Table, Ian also spends time raising funds for local charities with a particular interest in supporting children with health problems and disabilities.
Lauren has worked with our team for many years and oversees the day to day running of the business. Lauren also provides support to our financial and mortgage advisers providing any back up and assistance they may require. Lauren will also be familiar to many clients as she often deals with telephone and email general questions and enquiries.
Kate Ward (CeMAP, CeRER) is a Mortgage Specialist for Grove & Dean Wealth Management. Kate has over 18 years’ experience assisting Clients with their Mortgage & Equity Release* requirements, with a thorough knowledge of the mortgage market and lenders requirements.
Kate is fully qualified to deal with both clients Mortgage and Equity Release requirements, she holds both the Certificate of Mortgage Advice & Practice (CeMAP), the Certificate in Regulated Equity Release*(CeRER).
“I regularly liaise with clients, ensuring the application for their mortgage requirements are dealt with swiftly and efficiently, maintaining contact with clients throughout the lending process”
Whilst not at work, Kate enjoys spending time with her Family.
*This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.