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Dean McSloy
Dean McSloy
About
Dean is a Partner at The Private Office located in London but also covering areas such as Cambridge, Northampton and Stevenage. As an experienced financial adviser, he assists clients with their financial planning needs and provides high-quality and personable independent advice. His objective is to provide clients with a personal and bespoke service based on a thorough understanding of their current position, financial objectives and ambitions.
Dean specialises in retirement planning and investment portfolio management and is an advocate for cashflow modelling and its use in allowing clients to plan long-term to ensure they lead the lifestyle that they desire without the fear of running out of money. He is always working to ensure his clients are able to enjoy their retirement with a clear strategy designed to meet their needs. Most of his clients are professionals or business owners who need a trusted adviser to guide them through their financial affairs as life evolves.
The long-term trusted relationships that Dean creates with his clients are a testament to how he works together with them to build, develop and achieve their financial goals. He has been a VouchedFor top rated adviser for several years and in 2021 he won an award at the Unbiased Trusted Professional Awards in recognition of the support he provided his clients during the pandemic and his use of our secure client portal, TPO Wealth. He has been a published contributor in articles in FT Adviser, The Independent, and the Financial Times, where he has covered topics such as ESG investing.
Alongside being a Pension Transfer Gold Standard Specialist, he is also a member of The Private Office’s Investment Committee.
Outside of his work, Dean is a keen sports enthusiast and can be found both playing and watching most sports.
Areas Of Expertise
- Defined Benefit pension advice
- Family protection and life insurance
- Planning for long term care
- Retirement planning
- Investment portfolio management
- Cashflow modelling
Qualifications
- Pension Transfer Gold Standard Specialist
- Diploma in Investment Planning
- Award in Long Term Care Insurance
- Award in Pensions Update
- IFS Certificate for Financial Advisers
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Dean works from our office in central London and has clients in areas such as:
Dean McSloy locations
Dean McSloy map
- Lutterworth
- Luton
- Harlow
- Hemel Hempstead
- Northampton
- Folkestone
- Bedford
- Harpenden
- Milton Keynes
- Dorking
- Stevenage
- Basingstoke
At a glance
- Experience in financial services for nearly twenty years
- Pension Transfer Gold Standard Specialist
- Named in the 2021 PAM Top 40 Under 40
- Featured contributor in The Financial Times, Money Marketing and FT Adviser
As featured in
It would be fair to say that I think this is the best recommendation I have ever had - my only regret is that I didn't do it sooner. The outcome Dean delivered was more than I thought possible. I am delighted with the end result.
April 2024
Dean can be relied on to provide knowledgeable advice across the whole spectrum of investment risks and opportunities. A safe pair of hands.
January 2024
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view Dean's personal listing in the Adviser Directory by visiting the link below, which confirms they are authorised and qualified to advise you.
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society.
The Private Office is a Chartered Financial planning firm, publicly committed to a customer-first approach and values that align with a professional Code of Ethics.
We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.
Awards
Winner of the COVID-19 Response Award at the Unbiased Trusted Professional Awards 2021
Named in the 2021 PAM Top 40 Under 40
Articles by Dean McSloy
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries and our in-house specialists can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.