Dean Latter

Dean Latter has 30 years of experience and is a fully qualified Chartered Financial Planner, the title Chartered Financial Planner is the most widely accepted "gold standard" qualification available for professional financial planners/ financial advisers in the United Kingdom. Only a limited number of Financial Advisers hold this title.

With 30 years of personal and commercial financial services experience, Dean is an experienced, patient and results driven guiding hand through pensions and retirement

Dean is a Fellow of the Personal Finance Society, the highest qualification awarded by the Chartered Insurance Institute.

Dean brings the same level of tireless dedication by making it his priority to forge long and trusted relationships with clients through listening to individual requirements and delivering face-to-face bespoke advice in all areas of financial planning particularly investment planning, pension planning, tax and estate planning, in addition Dean also specialises in commercial advice, safeguarding the continuity and protecting key individuals within their business as well as longer term exit and retirement planning strategies within the business.

Over his time in the industry, Dean has acquired both the knowledge and experience to advise and help clients successfully secure and enhance their financial future with the knowledge that they can be confident that their wealth is getting the focus it deserves.

His work ethic is incredible and he’s known in the industry for his calm, methodical approach and as a married family man, two teenage boys and two dogs, as well as his continued effort to retain his fitness as he gets older, participating in charitable walks and events including a 3 peaks challenge in Italy and martial arts, his diary is always busy yet he is known for ‘being there when needed’.

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