
We aim to compassionately love and faithfully serve our clients with a deep and unwavering commitment to their flourishing.
I am a people person who happens to do financial planning. I like to have a yarn, listen well, and keep things in plain English. If we work together, you will get honesty, care, and a calm plan you can actually live with. No hard sell. Just steady progress.
My path is not typical. I have been a rugby player, a pastor, a lawyer, and a financial professional. Sport taught me discipline and teamwork. Ministry taught me to care for people and tell the truth kindly. Law taught me to think clearly. All that shapes how I serve families and business owners today. I pray for wisdom and try to do the right thing every time.
I prefer meeting face to face over a coffee, getting to know your story, and keeping you right with simple next steps. We set clear goals, agree small actions, and review regularly so life does not run your finances. If it matters to you, I am keen to understand it and make sure your plan respects it.
How I help in practice includes investment planning and long-term planning, pensions and retirement planning, mortgages, specialist insurance such as life, critical illness, income protection, private medical and business protection, estate planning, and cashflow modelling. I often coordinate with your accountant and solicitor so everything lines up.
If this sounds like your kind of relationship, let us have a conversation.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.
I provide a wide range of services whether you are looking to build, grow, protect or look after your wealth. My background in sports, law, finance, pastoral and charity areas have given me excellent skills in a wide rage of areas which are well suited to financial advice.
Alan Dunn Financial Management specialises in Pensions Planning, Investment Planning, and Estate Planning.
We offer an excellent wealth management service which will help you achieve your goals
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 14/09/2023
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.