Business Details
Trusted Chartered Financial Advisers in Mansfield
Charles Dean is a Chartered firm of independent financial advisers and planners based in Mansfield, near Nottingham, serving clients across the East and West Midlands. Established with a commitment to professionalism and ethical standards, we specialise in providing tailored financial solutions for individuals and businesses. Our services encompass pensions, investment planning, tax efficiency strategies, risk management, and insurance products, all delivered with a client-first approach. As Chartered Financial Planners, we uphold rigorous qualifications and ongoing professional development to ensure our advice remains at the forefront of industry best practices.Our team combines deep expertise with a dedication to transparency, ensuring clients receive clear, unbiased guidance aligned with their unique circumstances. With decades of collective experience, we pride ourselves on building long-term relationships founded on trust and measurable outcomes. Our clients consistently commend our approachable manner, technical proficiency, and the personalised attention we provide throughout their financial journey. We operate under the regulatory oversight of the Financial Conduct Authority, reinforcing our commitment to accountability and client protection.
Services
Pension Planning
Investment Advice
Tax Efficiency
Business Protection
Life Insurance
Risk Management
Trust Planning
Wealth Management
Retirement Strategies
Financial Reviews
Highlights and features
- We are Chartered Financial Planners with rigorous professional standards.
- Our client-first approach ensures tailored, transparent financial solutions.
- Decades of combined experience in pensions and investment planning.
- Regulated by the Financial Conduct Authority for accountability.
- Proven track record of reducing tax liabilities and improving client outcomes.
Associations and certifications
- Chartered Insurance Institute
- Financial Conduct Authority
What people say
Extremely helpful
Knowledgeable team
Professional manner
Tax savings
Clear explanations
Services
Pension Planning
We offer comprehensive pension planning services tailored to individual needs, including SIPP and SSAS management. Our expertise covers pension transfers, tax-efficient strategies, and retirement income solutions. With a focus on long-term security, we help clients navigate complex pension landscapes to achieve their financial goals.
Investment Advice
Our investment advisory services encompass portfolio management, risk assessment, and diversified asset allocation. We specialise in stocks, shares, and structured products, ensuring strategies align with clients' risk profiles and financial objectives. Regular performance reviews ensure optimal growth and adaptability to market changes.
Tax Efficiency
We develop bespoke tax reduction strategies, focusing on inheritance tax mitigation, capital gains tax efficiency, and pension-related tax benefits. Our approach ensures compliance while maximising post-tax returns, leveraging current regulations to enhance client financial outcomes.
Business Protection
We provide tailored business protection solutions, including key person insurance and relevant life policies. Our services safeguard companies against financial risks arising from critical illness, disability, or loss of key personnel, ensuring business continuity and stakeholder security.
Life Insurance
Our life insurance offerings include term assurance, critical illness cover, and income protection policies. We assess individual needs to recommend appropriate coverage levels, ensuring financial security for dependants while maintaining affordability and flexibility in policy terms.
People
Jonathan Hurst
Chartered Financial Planner & Director
Jon has over 15 years of experience in financial services, specialising in pensions and investments. He became a Chartered Financial Planner in 2019 and focuses on delivering tailored solutions for individuals and businesses.
Melissa Hurst
Director
Melissa manages the firm's financial operations and client administration. With extensive experience in financial services, she ensures efficient business processes and client-focused support.
Megan Hurst
Trainee Paraplanner
Megan supports financial planning operations while completing her CII certification. She assists in preparing client documentation and investment research.
Demi Thompson
Administrator
Demi handles administrative tasks and client communications. She brings organisational expertise to support the team's operational efficiency.
Questions
What financial services do Charles Dean offer?
We specialise in pensions, investment planning, tax efficiency strategies, business protection, and life insurance solutions tailored to individual and corporate needs.
Are Charles Dean regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority under reference number 781330.
How does Charles Dean ensure client-focused advice?
As Chartered Financial Planners, we adhere to strict ethical standards, providing transparent, unbiased recommendations aligned with each client's unique circumstances.
What areas does Charles Dean serve?
We primarily serve clients across the East and West Midlands from our Mansfield-based office.
How are Charles Dean's advisory fees structured?
Fee structures are confirmed after initial consultations. We maintain transparency with no hidden charges throughout our services.
Can Charles Dean assist with business financial planning?
Yes, we provide workplace pension schemes, business protection, and corporate tax strategies to support commercial clients' financial objectives.
Reviews (1)
Josh Roberts
May 18, 2018
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Charles Dean was recommended by my accountant and I have not been disappointed. Jon and the team at Charles Dean have been brilliant! Very knowledgeable and efficient always keeping me updated and providing on-going financial advice to suit me and my family. I would highly recommend Charles Dean as they have been great from the first contact!
