Dean ElliottFinancial Adviser
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
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North American Securities Administrators Association (NASAA)
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Series 65 Uniform Investment Adviser Law (USA)
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Chartered Institute for Securities & Investment (CISI)
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International Certificate in Wealth Management
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Securities & Investment Institute (SII)
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International Certificate in Financial Advice
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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.
How can we help you?
If you would like to speak to one of our advisers, please get in touch today.