Dunn Financial Management Ltd

Independent Financial Adviser  Chapel Green, Crowborough, TN6 2LB
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FCA authorised
Last authorised 20th September 2021
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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Payment protection insurance
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Estate planning
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Taxation planning
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Long term care
Meet our advisers
MR Stephen Dunn
Independent Financial Adviser
About us

Dunn Management Limited is an appointed representative of Vision Independent Financial Planning, an award winning firm of financial advisers.
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 Vision 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 Vision 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.

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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    Face to face

Chapel Green, Crowborough, TN13 2HU

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