Dean Fermie

Financial Planner

DipFA - Diploma for Financial Advisers

CeMAP - Certificate in Mortgage Advice & Practice

CONTACT DEAN

Unit 1, Fulcrum 2, Solent Way, Whiteley, Fareham, PO15 7FN

01489 585 581

info@bealsfs.co.uk

As seen in VouchedFor's 2025 & 2024 Top Rated Financial Adviser Guides

Dean Fermie - Top Rated Financial Adviser in Fleet

VISIT DEAN'S VOUCHEDFOR

Skills & Area's of Advice

Pension and Retirement Planning

Post retirement planning

Private School Funding Plans

Wealth Management

Investment and pre-retirement planning

Inheritance Taxation Planning

Protection for Loved Ones and Dependents

General Insurance

Experience & Achievements

Experience in all core advice areas, as well as a specialist in wealth management and pensions.

Worked across all client areas, including private clients, corporate clients and vulnerable clients. Worked with professional connections such as accountants, estate agents and solicitors.

Member of the London Institute of Banking and Finance (LIBF)

About Dean Fermie

I am a diploma qualified Financial Adviser with over 25 years’ experience in the financial services sector. I joined Beal’s Wealth Management in 2015.

In addition to providing clients with a wide range of financial advice including investment and general financial planning, I am a pension and retirement specialist with extensive technical knowledge.

I am passionate about providing the right advice and firmly believe that establishing the needs, objectives and personal goals of my clients are imperative to any meeting and very much belongs at the forefront of any recommendation.

Outside of work, I enjoy staying active, playing a range of sports and trying to keep up with my young daughter.

Award Winning Network

Beals Wealth Management are proud to be part of Quilter Financial Planning, an award-winning network celebrated for its outstanding customer service, innovative platforms, and exceptional financial strength.

Recognised for Service

FT Financial Adviser Service Awards 2024 - Five Stars (Platform, Pension, Investments)

Defaqto - Gold Service (Platform, Pension, Investment Bond)

Investment Life & Pensions Moneyfacts Awards 2024 - Best Online Service

Highly Rated Products

Defaqto - 5 Star rating (Platform, Personal, Pension, Drawdown & Onshore Bond)

Defaqto - 5 Diamond rating (WealthSelect, Monthly Income, Cirilium Blend, Cirilium Passive and Creation)

Money Marketing Awards 2024 - Best Retirement Provider

Exceptional Platform

Member of The London Institute of Banking and Finance

Schroders UK Platform Awards 2024 - Platform of the Year

Investment Life & Pensions Moneyfacts Awards 2024 - Best Wrap/Platform

Looking for a financial adviser near you?

Our first appointment is free of charge and with no-obligation! Available by phone, video call or face-to-face.

Call us on: 01489 585 548

Email us: info@bealsfs.co.uk

BOOK NOWComplaints Privacy Policy & Terms

SAVINGS & INVESTMENTS PENSIONS & RETIREMENT MORTGAGES & REMORTGAGING WEALTH MANAGEMENT INSURANCE & PROTECTION FINANCIAL PLANNING EQUITY RELEASE

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited. March 2025

Registered office address: Unit 1 Fulcrum 2 Solent Way, Whiteley, Fareham, England, PO15 7FN. Registered in England and Wales under reference 08286166