Dunne Wealth Management

About Dunne Wealth Management

Dunne Wealth Management is a boutique wealth management firm established by Nick Dunne. Based in the City of London, we provide financial advice and wealth management services to successful senior executives, entrepreneurs and their families. We are a Partner Practice of the FTSE 100 company St. James's Place, trading since 1992 and now one of the UK’s leading Wealth Management companies, currently managing over £150 Billion of funds for their clients across the country. Our responsibility at Dunne Wealth Management is to simplify your financial life. Providing you with the right knowledge and a clear roadmap to meet your financial goals, building the peace of mind you need to feel confident in your financial future. Everyone’s story is different and so too are your aspirations and values. We understand the importance of working closely together, delivering a tailored, life-long financial plan that aligns with your own journey and allows you to concentrate more on enjoying the things you actually want to do in life. Whatever you own ambitions are, our practice is well positioned to provide specialist advice in all areas of financial planning, and we will always be there to support you with our ongoing advice & personalised client experience/service. Investment and Retirement Planning Personal and Business Protection Planning Income and Capital Gain tax planning Aspects of Business exit strategies and share sales Inheritance Tax and estate planning Mortgage advice Later life planning Your home may be repossessed if you do not keep up repayments on your mortgage.

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