Alan Dunn
Alan Dunn Financial Management provides face to face financial advice in a professional and clear manner. My aim is to support clients with their finances and investment planning by creating a bespoke financial plan.
I have over a decade of experience in financial services, as well as expertise in the legal sector. Relationships are of the utmost importance, between my current clients and loved ones included in their financial plans.
I am passionate about helping my clients achieve their financial goals and fulfil their dreams.
About
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.
Promotions
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
St. James's Place Guarantee
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.
