Richard Dean

Chartered Financial Planner @Crowe UK

My role is to provide holistic financial planning advice to existing and potential clients of the practice. Working closely with the tax partners, there is a strong belief that this joined up approach delivers for both the clients and the business.Areas that we cover include:Retirement planningInheritance Tax planningInvestment advice/consultationCashflow analysisTrustee counsellingI am entirely fee-based and independent, with no obligations to in-house investment management services or DIF solutions, so clients can rest easy that they are getting impartial and best advice.