Dean Wills is a Chartered Financial Planner and Fellow of the Personal Finance Society with over 20 years of experience in financial services. As the founder of his own practice and an Appointed Representative of St. James’s Place Wealth Management, Dean specialises in bespoke financial planning for individuals, families, and business owners across the West Midlands. He offers expert guidance in retirement planning, investment management, estate planning, and tax-efficient strategies. Known for his patient, holistic approach, Dean is dedicated to helping clients navigate complex financial decisions with confidence and clarity—especially during life’s most critical transitions.
Dean Wills is a Chartered Financial Planner and Fellow of the Personal Finance Society with over 20 years of experience in financial services. As the founder of his own practice and an Appointed Representative of St. James’s Place Wealth Management, Dean specialises in bespoke financial planning for individuals, families, and business owners across the West Midlands. He offers expert guidance in retirement planning, investment management, estate planning, and tax-efficient strategies. Known for his patient, holistic approach, Dean is dedicated to helping clients navigate complex financial decisions with confidence and clarity—especially during life’s most critical transitions.