Dean Gray Ba (Hons) Dip Pfs
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Dean Gray Ba (Hons) Dip Pfs Email & Phone Number

Independent Financial Adviser I Financial Planning I Investments I Pensions I Investment Planning at AFH Wealth Management
Location: Newcastle Upon Tyne, England, United Kingdom 4 work roles 4 schools
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Current company
Role
Independent Financial Adviser I Financial Planning I Investments I Pensions I Investment Planning
Location
Newcastle Upon Tyne, England, United Kingdom
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Who is Dean Gray Ba (Hons) Dip Pfs? Overview

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Dean Gray Ba (Hons) Dip Pfs is listed as Independent Financial Adviser I Financial Planning I Investments I Pensions I Investment Planning at AFH Wealth Management, a with 394 employees, based in Newcastle Upon Tyne, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Dean Gray Ba (Hons) Dip Pfs.

Dean Gray Ba (Hons) Dip Pfs previously worked as Independent Financial Advisor at Afh Wealth Management and Financial Advisor at Hanson Wealth Management. Dean Gray Ba (Hons) Dip Pfs holds Ba (Hons), Social Studies, Ba (Hons) from Newcastle University.

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Email format at AFH Wealth Management

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AFH Wealth Management

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Profile bio

About Dean Gray Ba (Hons) Dip Pfs

I have been advising clients, both corporate and individuals, on all aspects of financial planning for more than 35 years. I specialise in accruing wealth for my clients to ensure they enjoy a comfortable retirement, investing capital to achieve real growth as well as protecting their future by putting into place appropriate covers.I am convinced that having access to the whole of the market as an IFA is key to being able to recommend the best possible products to meet their needs and achieve their goals.I started off in the industry 35 years ago working for a Bank Assurer. On my first day I had to stand in the banking hall with a clipboard asking if people wanted any insurance. Fortunately things have moved on a wee bit since then! Since that inauspicious start so many years ago I have worked for a number of financial advisory practices, both small and large, and obtained my qualifications. I have met some wonderful and inspirational people many of whom, work colleagues and clients, have become firm friends. On the downside I have also been made redundant three times as well- not the nicest feeling in the world !Away from work I am married with three grown up children and have recently become a grandad for the first time to beautiful twin girls -and will happily show anyone baby pictures on request (and even when not requested!).When not engaged in strenuous granddad duties I enjoy swimming (In lockdown my wife and I swam the English Channel - to be honest, not in one go and in the swimming pool over a couple of months), running (I have completed thirteen marathons, 38 half marathons and a Kilomathon), cycling (I have cycled the Coast to Coast and the Sandstone Way in recent years), fishing- both coarse and game, sea and river, and also love live music - most years I volunteer at a number of smaller local Music Festivals.I played and coached rugby union for many years up to County level and still play touch rugby now. I am very proud to be a Director of both Northumberland RFU and my club, Ponteland RFC. For the past twelve years I have also co-commentated on Newcastle Falcons' matches for BBC Radio Newcastle -and, four or five times a season, on Radio 5 Live Sports Extra.

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Dean Gray Ba (Hons) Dip Pfs's current company

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AFH Wealth Management
Afh Wealth Management
Independent Financial Adviser I Financial Planning I Investments I Pensions I Investment Planning
bromsgrove, worcestershire, united kingdom
Website
Employees
394
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4 roles

Dean Gray Ba (Hons) Dip Pfs work experience

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Independent Financial Advisor

Current

Cramlington

I am an Independent Financial Adviser with AFH Wealth Management providing impartial advice to my clients, both corporate and personal, through access to the whole of the market. My work is focused upon helping people protect their financial wellbeing , maintain and increase their wealth and plan effectively for the future, including into retirement- and beyond.

Oct 2022 - Present

Financial Advisor

Boldon Business Park, England, United Kingdom

I worked as a Restricted Plus adviser for Hanson Wealth within this role looking after retail clients.

Aug 2021 - Sep 2022

Independent Financial Advisor

Cromer, England, United Kingdom

I worked as an Employed IFA for Hoyl looking after the financial planning needs of my clients and developing new buinsiness opportunities. I was the quickest person within the Company's ranks to achieve target post induction course.

Nov 2018 - Aug 2021

Senior Consultant

Birchwood Ifa'S Ltd

Newcastle Upon Tyne, England, United Kingdom

As an IFA building up my client base I specialised in advice to GP Practices and hospital officers as well companies and their staff. I jointly headed up the company's approach to Auto Enrolment.

Oct 2014 - Nov 2018
Team & coworkers

Colleagues at AFH Wealth Management

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4 education records

Dean Gray Ba (Hons) Dip Pfs education

Ba (Hons), Social Studies, Ba (Hons)

Activities and Societies: Captain of Armstrong RFC, University of Newcastle upon Tyne RFC II's.

Education record

Durham Chorister School
FAQ

Frequently asked questions about Dean Gray Ba (Hons) Dip Pfs

Quick answers generated from the profile data available on this page.

What company does Dean Gray Ba (Hons) Dip Pfs work for?

Dean Gray Ba (Hons) Dip Pfs works for AFH Wealth Management.

What is Dean Gray Ba (Hons) Dip Pfs's role at AFH Wealth Management?

Dean Gray Ba (Hons) Dip Pfs is listed as Independent Financial Adviser I Financial Planning I Investments I Pensions I Investment Planning at AFH Wealth Management.

Where is Dean Gray Ba (Hons) Dip Pfs based?

Dean Gray Ba (Hons) Dip Pfs is based in Newcastle Upon Tyne, England, United Kingdom while working with AFH Wealth Management.

What companies has Dean Gray Ba (Hons) Dip Pfs worked for?

Dean Gray Ba (Hons) Dip Pfs has worked for Afh Wealth Management, Hanson Wealth Management, Hoyl Independent Advisers Ltd, and Birchwood Ifa'S Ltd.

Who are Dean Gray Ba (Hons) Dip Pfs's colleagues at AFH Wealth Management?

Dean Gray Ba (Hons) Dip Pfs's colleagues at AFH Wealth Management include Jamie Chilton, J. Andrew Law Fcca, Andrew Benson, Andrew Cartwright, and Ian Shearman.

How can I contact Dean Gray Ba (Hons) Dip Pfs?

You can use AeroLeads to view verified contact signals for Dean Gray Ba (Hons) Dip Pfs at AFH Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Dean Gray Ba (Hons) Dip Pfs attend?

Dean Gray Ba (Hons) Dip Pfs holds Ba (Hons), Social Studies, Ba (Hons) from Newcastle University.

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