Company Information

Get to know Deans Wealth Management

Deans Wealth Management is an independent financial planning and wealth management firm that focuses on building long-term, trusted relationships with its clients. The firm offers comprehensive financial advice covering retirement planning, investment management, tax efficiency, and estate planning. Operating as a trading name of Raymond James Investment Services Limited, they pride themselves on delivering a highly personalised service tailored to the individual goals and circumstances of each client, aiming to help them achieve financial independence and security.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Deans Wealth Management

United Kingdom

Founded in

2008 (18 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.