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 investments 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. Investments and Pensions are our key areas of focus, as well as insurance and estate planning. We aim to make people money, save people money through efficient tax planning, and create financial clarity. I am passionate about helping my clients achieve their financial goals and fulfil their dreams. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx