Dunn Financial Management Ltd

Independent Financial Adviser Chapel Green, Crowborough, TN6 2LB
FCA verified
10th December 2018
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
    • Wealth management
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Long term care
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Savings for children
    • School fees planning
    • Estate planning
    • Taxation planning
Meet our advisers
Stephen Dunn
Independent Financial Adviser
Where to find us

Chapel Green, Crowborough, TN6 2LB

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.

Advice methods
  • phoneButton
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    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value

Dunn Financial Management Limited 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.

Vision was formed out of strong foundations in our core values which we believe in and they continue to prove the basis for a dynamic and successful financial advice firm.

Trustworthy, Honest & Ethical – an ethical approach to client service that is fair, honest and trustworthy acting with integrity and transparency at all times.
Respect – we respect all of our clients and treat them in line with the Treating Customers Fairly principles as laid out by the FCA.
Dynamic– we are a fast moving progressive business, able to react quickly to client and business needs.
Dedicated – clients have access to a dedicated and experienced independent financial adviser which means that there is a continual relationship for present and future financial needs.
Professional – choice when it comes to how, where and when you want to discuss financial matters but always in a professional and friendly manner.
Positive Compliance – we take compliance very seriously and view it as a positive mechanism to ensure the right advice is being delivered to our clients.
Independent – totally committed to independent financial advice which means choice and access to every financial solution giving the client a comprehensive and fair analysis of the relevant market.

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