Dean Stevens Wealth Management was established in 2016, when it's Principal Dean Stevens accepted an invitation to join St. James's Place Wealth Management.
Prior to joining St. James's Place Wealth Management, Dean embarked on a career in the financial industry in 2004. Having worked with companies including GE Money and Countrywide Group, Dean secured a place with a local advisory stockbroker in 2008, working on the trade floor advising on investments and managing portfolios for private and corporate high net worth clients. In 2015 Dean continued in financial services by joining a team of Independent Financial advisors, Anderson Lloyd advising clients on all aspects of financial planning.
Dean is committed to ensuring his industry knowledge remains relevant and current, by placing a strong emphasis on his own personal development. Having gained professional qualifications including gaining a Distinction for the Private Client Investment advice and Management certificate, Dean is now a Chartered Fellow to the Chartered Institute for Securities and Investments.
Dean, being a keen sports man, can often be found enjoying local football, tennis and golf as well as enjoying time with his family and friends.
Dean Stevens was recommended to us by a friend, and he has been invaluable. The advice has been first class, and service prompt and courteous. Everything was explained simply so we could understand all aspects of the investment. We have already given his name to other people and will continue to rec...
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.