There are three CF30 advisers at Mark Dean Wealth Management. Our approximate assets under management are £45million. We offer our clients, of which we currently have 38: no initial charges; only 0.5% ongoing charge; we are independent and directly authorised; and we are members of the Chartered Insurance Institute (CII) and Federation of European Independent Financial Advisers (FEIFA). We use Tenet Select for our compliance support.
We specialise in international financial planning. My immediate background, before I set the firm up in 2010, was Senior International Wealth Manager at HSBC International for five years. Before that, I was at Citibank, part of Citigroup, helping to establish an international financial advisory business for their Citigold clients