Dean Fermie

Financial Planner

DipFA - Level 4 Diploma for Financial Advisers

ABOUT DEAN CONTACT DEAN

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

Has built a reliable network by providing advice and high-quality services to local individuals, business owners, people starting on the property ladder, clients in the mid-stage of working life, and people coming up to retirement looking to maximise their standard of living

Member of the London Institute of Banking and Finance (LIBF)

Experience with complex pension lifetime allowance planning

About Dean Fermie: Specialist Pension Adviser

I am a diploma-qualified Financial Adviser with over 20 years of experience in the financial services sector. I joined Beals Wealth Management in 2015, bringing extensive expertise and a commitment to providing comprehensive financial advice.

As a pension and retirement specialist, I offer a wide range of financial services, including investment and general financial planning. My impressive technical knowledge ensures that clients receive the best possible guidance tailored to their unique needs.

I am passionate about delivering the right advice and firmly believe that understanding the needs, objectives, and personal goals of my clients is crucial. This client-centered approach is at the forefront of every recommendation I make, ensuring that each financial plan is aligned with their long-term aspirations.

Outside of work, I enjoy staying active, playing various sports, and keeping up with my young daughter.

For expert pension advice and personalised retirement planning, contact me today. Let’s work together to secure your financial future.

Please note any pension transfer queries will be referred to a specialist pension transfer adviser within Beals.

Contact Dean Fermie:

Name*
First Last
Contact Number*
Convinient time to call*
Email*
What services are you interested in? You can select multiple*
- Pension Tracing Service
- Pension Review
- Pension Consolidation
- Pension Drawdown
- Pension Annuity
- Personal Pension (SIPP)
- Retirement Planning
- Defined Benefit/Final Salary
- Other
How can we help you?*
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:
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Inheritance Tax Plannings are not regulated by the Financial Conduct Authority.

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

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?

Transferring out of a defined benefit/ final salary pension is unlikely to be in the best interest of most people.

FREE Pensions Tracing Service For Lost Pensions

Pensions Review Service

Self-Invested Pensions (SIPP) Advice

Pensions Transfer Advice

Pensions Consolidation Advice

Pensions Drawdown Advice

Pensions Annuity Advice

Personal Pension Advice

Retirement Planning Advice

Final Salary/Defined Benefit Pensions Advice

Pensions Tax-Fee Cash Advice

Financial Planning Advice

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OUR PENSION SERVICES

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 August 2024

Disclaimer

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Tax treatment varies according to individual circumstances and is subject to change.

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

Auto enrolment, Taxation Advice including Inheritance Tax Planning, Estate Planning and Pension Tracing are not regulated by the Financial Conduct Authority.