David DeanFinancial Adviser

Since joining the Financial Services industry in 1991, I pride myself on providing a quality mortgage and financial planning service, backed by best advice to ensure my clients benefit from the relationship I build with them over many years. This is evidenced by my clients referring me onto their friends and family and always thinking of Dave when they need any advice.

Whist providing advice to the NG Wealth clients, I am also the Sales Development Director and a shareholder of the FA92 Group Ltd who acquired Neil Gayler & Co in June 2019. The Group are very excited about the addition of NG Wealth and the value that we can bring to the existing and new clients that we meet.

David is very proud to say that he is a Cheltonian, born and bred and therefore the NG Wealth brand is very close to his heart.

About David

When he is not advising clients or developing FA92 Group, David, who is married to Mel with two step children Emma and Alex and 3 Step grandchildren, Abigail, Joseph and Imogen, enjoys following sport including being a season ticket holder of Tottenham Hotspur FC and a member of Cheltenham Racecourse as well as being a fan of Gloucestershire cricket, and the mighty Gloucester RFC.

David loves to play golf, spend time with his much-treasured family and enjoys travelling with Mel around the world, experiencing different cultures and learning about the world we live in.

How does David add value?

Our clients tell us that Dave adds value to them by:

Utilising Existing Provisions

Utilising their existing provisions (e.g. savings, company benefits, current plans) first before considering starting a new plan.

Increasing Tax Efficiency

Placing their assets in the right name, ownership and tax wrapper so that they legally and ethically ensure they do not pay too much tax.

Reviewing Risk Levels

Reassuring them that they are not unnecessarily taking too much risk with their current assets to achieve their goals.

Getting Money Back

Placing their assets in the right name, ownership and tax wrapper so that they legally and ethically ensure they do not pay too much tax.

Maintaining Goals

Reassuring them that they are not unnecessarily taking too much risk with their current assets to achieve their goals.

Analysing Personal Changes

Placing their assets in the right name, ownership and tax wrapper so that they legally and ethically ensure they do not pay too much tax.

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