Dean Elliott

Dean ElliottFinancial Adviser

DEAN ELLIOTT
Contact Details
Licensed, Registered or regulated in
Areas of Expertise
  • Financial Planning
  • Asset Management
  • UK Pension transfers
  • UK Self-Invested Personal Pension Schemes (SIPPS)
  • Qualified Recognised OverseasPension Schemes (QROPS)
  • US Pension Rollovers 401k to Traditional/Roth IRA
Qualifications
  • North American Securities Administrators Association (NASAA)

  • Series 65 Uniform Investment Adviser Law (USA)

  • Chartered Institute for Securities & Investment (CISI)

  • International Certificate in Wealth Management

  • Securities & Investment Institute (SII)

  • International Certificate in Financial Advice

  • BSc (Hons) Education with Qualified Teacher Status (QTS)

Dean has been a financial advisor since 1994, where he joined Hambro Guardian UK after serving 7 years in the British Army after college. He has spent much of his career abroad, working with expatriate professionals in Tokyo, Frankfurt & Geneva. In 2015 he moved to New York, primarily advising British clients, resident in the US, with existing UK pensions and other UK-based assets. Dean has extensive knowledge and experience with both the UK & US markets and can provide optimal solutions for UK pension transfers and US pension rollovers. Dean is married with 3 children and enjoys golf and triathlon; he is also fluent in Spanish and Mandarin.

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