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Services >
INVESTMENTS AND PENSIONS
Here at Dean Statham we have our own Independent Financial Advisory business – Dean Statham Wealth Management LLP, (“DSWM”) comprising a team of highly qualified and friendly Financial Advisers headed up by Chartered Financial Planner Shaun Dixon.
We believe that your money is hard earned and that it should therefore be hard working and well protected. Not only that but your personal circumstances are unique to you and therefore need specialist individual attention and advice to maximise your financial position.
As an independent firm, DSWM have access to every financial service from every product provider, so that we can research the entire marketplace to find the best solution for your needs. Our aim is to give you the best possible advice to allow you to make the right financial decisions, whether it be investing for capital growth or to produce an income, mitigate inheritance tax, plan for retirement, ensure loved ones are adequately protected or any other financial matter.
Our service won’t stop there though - we will support you through the short, medium and long term to ensure that your financial goals keep pace with your ever changing personal needs and circumstances.
The Financial Services we offer include:
- Mortgages;
- Pension annuities;
- Stakeholder pensions;
- Endowments;
- Retirements;
- Life Insurance;
- Critical Illness;
- Income Protection;
- Medical Insurance;
- Personal Loans;
- ISA’s;
- Cash ISA’s; and
- Fund Supermarkets.
For more information on our Financial Services please contact Shaun Dixon on 01785 238170 or email info@dswm.co.uk
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