about us our wealth planners chris dunn
Certified Financial Planner
Diploma in Financial Planning (CISI)
Pension Planning (AF3)
Chris is a Certified Financial Planner, working towards the equivalent Chartered Qualification through the CII. He has worked in Financial Services for 15 years and with the support of a dedicated team in Inverness, specialises in holistic financial and retirement planning.
"I have 2 very active boys under 3 so my time is spent enjoying little adventures and darting around ensuring neither jump off anything that will do them damage."
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It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.