Independent financial advisers in Aldershot, Hampshire
What does financial freedom mean to you?
To us, it means being able to have your heart and mind free from worry. To be able to face the uncertainties of life knowing that you have a plan, a safety net, and a way forward.
At Barrie Dean Financial Management, it’s our job to help you achieve that.
We believe that financial planning is about more than just numbers. It’s about understanding what is important to you, and working out how to protect and nurture that in the years to come. Our unique approach means that your goals and priorities are always at the heart of your strategy, and we are on hand to help you achieve them. We develop ongoing relationships with our clients, based on face-to-face meetings, tailored advice and a personal investment in your success. We don’t believe in being the silent, unseen partner. At Barrie Dean Financial Management, we want to actively help you carve out a path to your own financial future, whatever that may look like.
Who We Are
Founder Barrie Dean has been working in the world of financial services since his youth in 1970 – first in insurance and then moving into financial advice, becoming an IFA in March 1983. Since then Barrie has been providing independent financial advice to a wide range of customers, from individuals planning for their future to business owners needing a contingency plan.
At our core, Barrie Dean Financial Management provide bespoke financial planning for you, your family and your future. But we prefer to think of it as giving you and your family peace of mind or years to come. We work closely with you to understand your unique situation, your plans for the future and what matters the most to you, and create a tailored financial plan to help you achieve it. Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. We don’t provide off-the-shelf solutions – instead, we offer the benefit of a single, strong relationship for all of your financial planning needs.
Read more about us here.
We offer a full range of financial services and have highlighted our most popular below..
Savings & Investments
How We Work
A goal without a plan is just a wish.
It might come true one day, but really you’re leaving it all to luck. And while luck can be helpful, we believe in having a clear pathway to your financial future so that you can see your destination clearly and know exactly how you’re going to get there.
When you work with Barrie Dean Financial Management, this is the process we will take you through to build your unique financial plan.
Our plan for you
Barrie Dean trading as Barrie Dean Financial Management is an appointed representative of In Partnership the trading name of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority.
The advice and / or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
In Partnership is entered on the Financial Services Register (www.fca.org.uk/register) under reference 192638.
The Financial Conduct Authority does not regulate all forms of the products or services we provide.