Dunn Financial Management Ltd

Independent Financial Adviser  Chapel Green, Crowborough, TN6 2LB
First meeting at adviser's own cost
Our aim is to be big enough to matter yet still small enough to care for each and every client
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Taxation planning
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 26th October 2020
Meet our advisers
Stephen Dunn
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

About us

Dunn Financial Management Limited is an appointed representative of Vision Independent Financial Planning, an award winning Network.
Our advice is offered on a completely independent basis with no restraint or commitment to any products or providers. This allows the provision of the most appropriate advice from the whole of the market to our clients, based entirely on their individual needs whilst utilising their adviser’s extensive experience in the financial services industry.

Our business is built upon the evolving relationship we have with our clients and these are some of the benefits you can expect from the Vision network as part of the service:

A committed independent financial adviser who works with you to offer transparent and tailored advice with direct access when and how you need it
Choice of the level of service you would like from us by taking the time to understand you and your individual needs
Our ethics are to work with highly trusted and professional associates

Our services

We are a people’s business and so we never lose sight of the fact that it is our clients who help to shape our company and make it the success it is today.
That is why we continually strive to ensure that our clients receive a market leading service when it comes to independent financial planning that they can really see the benefits of. Most importantly we take the time in the beginning to discuss with you your financial aspirations now and for the later years.

Where to find us
Head office address: Chapel Green, Crowborough, TN6 2LB
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Dunn Financial Management Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm Reference Number: 487395. This can be verified by visiting the Financial Services Register.

Response rating
9.0/10
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FCA authorised
Last authorised 26th October 2020

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