Dean

Coates
DipFA, CeMAP
Financial Planner
FCA Registration Number:
DDC01035

Dean has over 20 years of experience within the financial services industry working previously for two of the UK’s largest Banks in both mortgage and Financial Advice. He excels in establishing and building long-term relationships and assisting his clients with a range of complex financial situations.

Dean accepted an invitation to join McMillan Financial Advice in 2021 where he will be helping clients with their holistic financial needs. Dean has an excellent understanding of retirement and pension planning, in addition to business/individual protection and mortgages.

Outside of work he spends much of his time with his wife, 2 daughters and their 2 dogs. He has a passion for music and sport and is a keen traveller

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Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.

*This is a Lifetime Mortgage. To understand the features and risks associated with this type of mortgage, please ask for a personalised illustration.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Two men in suits having a conversation and smiling at each other.