Dean Wilkinson — Financial Advisor in Midlands
About Dean Wilkinson
Dean grew up in South Africa, where sport wasn't just a hobby but a way of life, and he played football and rugby to a competitive level. Then, at eighteen, he lost a parent — the kind of moment that sharpens your focus and forces you to grow up fast. Life carries on, and how you respond to setbacks shapes everything that follows. A change of scenery and a new opportunity brought Dean to the UK, but finance had always been calling. After several years as a mortgage adviser, Covid prompted him to take stock, and he realised he wanted more than transactional work: he wanted the long-term relationships that trust builds over years, and the privilege of being someone a client genuinely relies on. That's what drew him into wealth management. His approach isn't about overwhelming clients with jargon or making advice feel complicated — he wants conversations, not presentations. Good planning, as he sees it, starts with understanding what actually matters to someone: their family, their goals and their worries. From there he builds the foundations, protecting and preserving what's important, then growing from a place of confidence. And when markets move or life throws up something unexpected, he is there as a sounding board, helping clients stay calm and avoid the kind of reactive decisions that can undo years of good work. Today Dean works with individuals, families and business owners across pension and retirement planning, investment strategy, Inheritance Tax planning and protection. But if you ask him what he enjoys most, it isn't a topic — it's a moment. It's the moment something clicks for a client: a look of clarity and a quiet smile. People spend years building something, often without quite realising how far they've come, so when they finally see it, that's the difference this work makes. A lot of what he does can't be measured in pounds; what he really wants is for clients to feel completely organised, to have peace of mind around their finances, and to live a life of freedom without worrying about money. Outside of work, Dean is a family man and an Arsenal supporter, and as the only male in the household — including a very energetic working cocker spaniel — he is well and truly outnumbered. Some lessons you learn on the pitch and others you learn the hard way, but either way, he finds, they make you better at what you do.
Services
- Retirement planning
- IHT planning
- Sharia-compliant advice
- Mortgages
- Insurance
Specialisations
- Retirement Planning
- Inheritance Planning
- Protection & Insurance
Qualifications
Dean holds the Diploma in Regulated Financial Planning from the Chartered Insurance Institute, and the Certificate in Mortgage Advice and Practice (CeMAP) from the London Institute of Banking & Finance.
Fees
Mattioli Woods says fees may be charged in one of three ways: a fixed fee, time-costed/hourly fees, or a percentage of the money invested or managed. Their public financial planning page says costs depend on client needs and support level, and that pricing may include flat fees, hourly rates or a percentage of assets under management.
Regulation
Dean Wilkinson is FCA-verified (firm: Mattioli Woods).
Frequently Asked Questions
Is Dean Wilkinson a regulated financial advisor?
Yes. Dean Wilkinson is FCA-verified and authorised under Mattioli Woods, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.
What financial services does Dean Wilkinson offer?
Dean Wilkinson offers Retirement planning, IHT planning, Sharia-compliant advice, Mortgages, Insurance.
Where is Dean Wilkinson based?
Dean Wilkinson is a financial advisor based in Midlands, serving the CB, CM, CO, IP, NR, PE, B, CV postal areas.
How does Dean Wilkinson charge for financial advice?
Mattioli Woods says fees may be charged in one of three ways: a fixed fee, time-costed/hourly fees, or a percentage of the money invested or managed. Their public financial planning page says costs depend on client needs and support level, and that pricing may include flat fees, hourly rates or a percentage of assets under management.
What qualifications does Dean Wilkinson hold?
Dean holds the Diploma in Regulated Financial Planning from the Chartered Insurance Institute, and the Certificate in Mortgage Advice and Practice (CeMAP) from the London Institute of Banking & Finance.
How do I book a meeting with Dean Wilkinson?
You can book a free initial consultation with Dean Wilkinson directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.