Meet your adviser

I had a successful decade working in the City of London as a Private Client Manager for Barclays and HSBC before deciding to establish my own firm providing independent financial advice.

Consequently, Dunn Financial Management Ltd was founded in 2017 and the last nine years have been spent building long term relationships, centred on trust and based upon providing the most appropriate financial advice to an individual client’s needs. Working closely with clients is something I thoroughly enjoy, taking the time to fully understand them, their wider lifestyle, needs and ambitions. Helping them to achieve their goals with maximum potential is my motivation and driving force.

Being able to offer truly independent financial advice is extremely important to me and offering an unconstrained, ‘Best of Market’ approach is critical to enable myself to source the best solutions for my clients, along with the freedom to spend as much time with each client as they need.

Outside of work I live in Sussex with my wife Rachel, who is also involved in the business, and our two school age children. Living so close to Ashdown forest means allowing time to be spent exploring the area with my family and discovering new walks to the pub! I have a passion for music and a memory that is good for a pub quiz, I have also recently delved into gardening, alongside dusting off my vinyl collection.

I can be contacted on 07843 584785 or by email at stephendunn@dunnfinancialmanagement.com