Chris Dunn – Inverness

Wealth Planner

Financial Planning begins with understanding the individual and wider family unit, followed closely by helping you establish and prioritise short, medium and long term financial objectives.

Whether you are at the beginning or nearing the end of your Financial Planning journey; have worries about your long term retirement prospects; don’t know what to do with the more complicated aspects of family estate planning; don’t know how to approach a regular or lump sum investment; or simply want to check whether a particular contract you hold remains suitable, the need to understand your circumstances and objectives does not change. Only once this is achieved, will I work with you to build a solution that you can take confidence in.

I work with Individuals, Families, Corporate Clients, Trusts and Charities throughout the country, drawing on my 15 years’ experience in Financial Services to help build and maintain long lasting and trusting relationships, carefully structuring advice to suit specific circumstances and needs.

To ensure I remain technically proficient, I undertake regular study, building on my Diploma in Financial Planning and additional qualifications in Long Term Care Planning, Discretionary Investment Management and status as a Pension Transfer Specialist.

Raising 2 pre-school children keeps me busy outside of work, an experience that is massively satisfying, rewarding, and enjoyable, with a sprinkling of frustration for balance.

07766 573560

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