Barrie Dean Financial Management

Barrie Dean Financial Management is a company that has been dedicated to providing independent financial advice to individuals and businesses for over three decades. Our founder, Barrie Dean, has an extensive background in the financial services industry, having started his career in insurance and later transitioning to independent financial advice in 1983. Throughout his career, Barrie has built a reputation for providing bespoke financial planning solutions that cater to the unique needs and goals of his clients.

At the heart of our business is our commitment to building long-term relationships with our clients. We believe that financial planning is not just about providing a service, but about understanding what is important to our clients and working closely with them to achieve their goals. Our approach is tailored to each individual, taking into account their personal circumstances, goals, and aspirations. We achieve this through a combination of face-to-face meetings, tailored advice, and ongoing support.

Our Services

We offer a comprehensive range of financial services designed to help our clients achieve financial freedom and peace of mind. Our services include:

Savings & Investments

We can help you create a savings plan that suits your needs and goals. Whether you're looking to save for a specific purpose or simply want to build a safety net, we can provide guidance and advice to help you achieve your objectives.

Retirement Planning

At Barrie Dean Financial Management, we understand the importance of planning for retirement. We can help you create a plan that ensures you have enough in the bank to live comfortably in your golden years. Our experience and expertise in retirement planning will help you make the most of your hard-earned savings.

Wealth Management

Wealth, like your health, must be carefully preserved. That takes some planning, which we are here to help with. Our wealth management services are designed to help you protect and grow your wealth, ensuring that you can achieve your long-term financial goals.

Protection

Protecting the things that matter most to you is crucial. We can help you find the right insurance solutions to cover you against unexpected events, giving you peace of mind and security.

How We Work

Our approach to financial planning is centered around building a personalized plan that takes into account your unique situation, goals, and aspirations. We work closely with you to understand your financial position, identify opportunities, and develop a tailored plan to help you achieve your objectives. Our plan is built around a series of key stages:

1. About You: We meet together to discuss your personal circumstances and current financial situation.

2. Your Goals & Ambitions: We discuss your objectives and aspirations, as well as any concerns that may arise.

3. Analysis: We'll discuss our analysis of your current financial position and outline our initial thoughts for the plan.

4. How to get there: We present your Personal Financial Plan, outlining the actions we recommend to achieve your goals.

5. Implementation: We implement the plan, putting every course of action into motion.

6. Review the Plan & Progress: We regularly review your plan and progress, ensuring that you're on track to achieve your goals.

Our Commitment

At Barrie Dean Financial Management, we are committed to providing exceptional service and tailored advice to every one of our clients. Our reputation is built on reliability, expertise, and a genuine commitment to helping our clients achieve their financial goals.