Welcome to Dunne Wealth Management
Dunne Wealth Management is a boutique wealth management firm based in the City of London, providing financial advice to successful senior executives, entrepreneurs and their families.
Our role as your financial adviser, is make sure you are financially prepared for the big moments in life, avoid costly mistakes and are well-positioned to experience what’s most important to you. Whether it be retiring as soon as possible, supporting loved ones through education, having more time to enjoy your hobbies or travel the world the way you want to see it.
It all starts with a financial plan that is built around you, and clear advice to help you slot the financial puzzle pieces together.
What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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SJP Approved 25/02/2025
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
