Dean Moore Email & Phone Number

Toronto, Ontario, Ca

Head of British Isles wealth planning business and member of Private Wealth leadership team. Overall responsibility for both the advice and operational aspects of wealth planning, meeting financial objectives, developing and growing the proposition, risk management, product governance and proposition development, T&C, supervision and introduction of a digital practice management system.Client facing responsibilities advising HNW and UHNW UK and international families.Member of the RBC UK DC Pension Governance Committee.

London, Gb

Led the Wealth Planning function for the UK business with 2nd line management responsibility for a team of 28 and eight regulated advisers.Refocused the proposition and introduced a robust advice framework to improve both effciency and risk management within the business.

London, Wc2R 0Qs, Gb

Provision of specialist financial planning and wealth management for ultra high net worth clients both UK and RND/NRND. Typically investable assets £10m+.Developing wider business proposition and delivery of VCT/EIS and driving change in delivering protection to clients.Working across both UHNW and International Client Groups delivering skills and knowledge training to Wealth Managers and Private Bankers.

London, Gb

-1st Line management of South West financial planning team and interim regional head.- Typically advising clients with assets of between £3 and £20m and will often involve both UK and resident non domiciled jurisdictions.- Certified for disciplinary and grievance proceedings- Chaired various forums and working groups, and represented the bank in presenting at numerous external events on a variety of financial planning subjects. - Skills and knowledge development of wider team

Bristol, Gb

Relationship management of a portfolio of clients holding c.£27M AUM together with new business development with a focus on investment and pension planning.

Gogarburn, Gb

Commercial and personal HNW financial planning. Developing new business through relationship managers and retail network. Coaching and mentoring staff.

London, Gb

Provision of independent financial planning advice to HNW and commercial clientsLeading regulated sales business development and providing team leadership, mentoring and coaching.

Chartered Fcsi, Chartered Wealth Manager

Cfp, Certified Financial Planner (Level 6)

Diploma In Financial Planning (Level 4), Financial Planning And Services

Executive Entrepreneurs Accreditation

Certificate For Financial Services (Trusts And Estate Planning), Currently Studying For Certificate For Financial Services (Trusts And Estate Planning)

Bsc (Econ) Hons, International Politics