Mendip Wealth Management

Financial Planners
11 Penleigh Rd, Wells BA5 2FA

Ratings

Opening Times

Monday
09:00 - 17:00
Tuesday
09:00 - 17:00
Wednesday
09:00 - 17:00
Thursday
09:00 - 17:00
Friday
09:00 - 17:00
Saturday
Closed
Sunday
Closed

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From Mendip Wealth Management

Dean Scott is based in Wells and has been a Financial Adviser for 13 years. In 2014 he achieved the designation Chartered Wealth Manager and became a Fellow of the Chartered Institute for Securities & Investment the following year. Dean provides holistic Financial advice, covering all areas of Financial Planning, including Retirement planning, Inheritance Tax planning, Wealth Protection and Savings & Investment planning. More details are available on our website. If you are looking for a Financial Adviser in Wells, Shepton Mallet, Frome, Street or Glastonbury, give us a call today. We also look after clients across the south of England and southern Wales. Please call to book an appointment.