Dean Fermie

Financial Planner
DipFA - Level 4 Diploma for Financial Advisers
CeMAP - Certificate in Mortgage Advice & Practice

Skills & Area's of Advice

Pension Advice
Retirement Planning
Pension Reviews
Pension Consolidation Advice
Pension Drawdown Advice
General Insurance
Wealth Management Advice
Investment and Pre-Retirement Planning
Inheritance Taxation Planning
Protection for Loved Ones and Dependants

Experience & Achievements

Experience in all core advice areas, as well as a specialist in wealth management and pensions
Worked across all client areas, including private clients, corporate clients and vulnerable clients. Worked with professional connections such as accountants, estate agents and solicitors
Member of the London Institute of Banking and Finance (LIBF)

About Dean Fermie: 
Specialist Pension Adviser

I am a diploma qualified Financial Adviser with over 
25 years’ experience in the financial services sector. I joined Beal’s Wealth Management in 2015.

In addition to providing clients with a wide range of financial advice including investment and general financial planning, I am a pension and retirement specialist with extensive technical knowledge.

I am passionate about providing the right advice and firmly believe that establishing the needs, objectives and personal goals of my clients are imperative to any meeting and very much belongs at the forefront of any recommendation.

Outside of work, I enjoy staying active, playing a 
range of sports and trying to keep up with my young daughter.

Contact Dean Fermie:

  • Before pressing the Submit button please carefully read our Privacy Policy. By submitting your application you agree that you have read and fully understand The Pension Tracing Services Privacy Policy and that you are more than happy to continue your trace. Explanation:
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Looking for a Pension Specialist Financial Adviser near you? 
Contact us today to schedule a free initial appointment to discuss your pensions options!
Transferring out of a defined benefit / final salary pension is unlikely to be in the best interest of most people.

Why Choose Us?

Experienced Advisers: Our team brings a wealth of experience and knowledge, ensuring you receive advice that is most appropriate for your needs.
Tailored Solutions: We recognise that every client's needs are different, and we offer solutions that are customised to suit your unique situation.
Proven Track Record: Our clients trust us for our commitment to excellence and the successful outcomes we've achieved.
CONTACT DEAN
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited February 2025

Disclaimer

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. 

Beals Wealth Management and Pension-Tracing-Service-UK.co.uk are trading styles of Beals Mortgage and Financial Services Ltd, an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Beals Mortgage and Financial Services Ltd is registered in England and Wales, No: 08286166. Registered Address: Unit 1 Fulcrum 2 Solent Way, Whiteley, Fareham, PO15 7FN

o Auto enrolment, Tax Planning, Inheritance Tax Planning, Estate Planning, Legacy Planning, Powers of Attorney and Pension Tracing are not regulated by the Financial Conduct Authority.
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