Dean Stevens Email & Phone Number

Falmouth, Gb

St. James's Place Wealth Management is one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.

Truro, United Kingdom

I will advise on all aspects of personal and corporate financial planning. This includes: • commercial finance• mortgages• tax planning• investment planning• equity release• savings management• pension schemes. At Anderson Lloyd we believe that great financial planning is an ongoing process and pride ourselves on the many long term client relationships we maintain. … Show more I will advise on all aspects of personal and corporate financial planning. This includes: • commercial finance• mortgages• tax planning• investment planning• equity release• savings management• pension schemes. At Anderson Lloyd we believe that great financial planning is an ongoing process and pride ourselves on the many long term client relationships we maintain. As your advisor I will look at the broader picture and provide holistic financial planning. I will listen to your needs and strive to find the very best solution available to you in the marketplace. Anderson Lloyd LLP is a team of Independent Financial Advisers. We have been established in our Truro offices, just off Lemon Street, for 13 years and are just as committed to providing top quality advice now as we were on day one. In that time, Anderson Lloyd LLP have grown to be one of the largest financial advisory firms in Cornwall. Show less

Truro, United Kingdom

Contributing to the profitability of this award winning specialist CFD company through the provision of personalised financial advice to clients on existing and potential opportunities, portfolio and exposure management, and profit maximisation:• Managed portfolios of >£1 million and manage HNWI• Engaged and built long term relationships with clients • Analysed the commercial and economic factors impacting on equity markets• Tested and validated investment strategies and… Show more Contributing to the profitability of this award winning specialist CFD company through the provision of personalised financial advice to clients on existing and potential opportunities, portfolio and exposure management, and profit maximisation:• Managed portfolios of >£1 million and manage HNWI• Engaged and built long term relationships with clients • Analysed the commercial and economic factors impacting on equity markets• Tested and validated investment strategies and risk management using Sugar CRM system and FACTSET pricing and charting software• Ensured operations were carried out in accordance with firms policies and FSA regulations Show less

Truro, United Kingdom

• Managing client base with investments ranging from £2,500 to £500,000• Informative selling to prospective clients.• Detailed knowledge of UK investment products.• Knowledge of FTSE 100, FTSE 250, and other key stock markets.• Maintaining accurate client records and documentation.• Conducting detailed assessments of client suitability.• Guiding clients through new account opening process and using Pure Deal trading platform

Cornwall

Provide clients with advice on financial matters, making recommendations on ways to best utilise their money. The role involves researching the marketplace and advising clients on products and services available, ensuring they are aware of and understand those that best meet their needs.

Truro, United Kingdom

Analyse information provided on loan applications and supporting documentation to determine whether or not an applicant is likely to repay a mortgage loan. As part of the process, I verified income and employment information, review credit history and calculate the value of borrowers' collateral and assets. I also ensure that the property specifications and loan terms meet lenders requirements and government regulations. Manage a team of 50 mortgage consultants nationwide.

Bsc, Finance, Investment And Risk

Education record