Nick Dunne, IMC DipPFS

Experience

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  Metro Bank (UK)

  May 2013 - Apr 2016

  Partnership Banking Specialist

  As the Partnership Banking Team we specialise in providing exceptional customer service to large Intermediaries including Pension firms, Life assurance companies, Wealth Management firms, IFAs and Accountancy firms.

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  Morrinson Wealth Management LLP

  May 2016 - May 2022

  Morrinson Wealth Management, Principal Partner Practice of St. James's Place Wealth Management.As a Principal Partner Practice of St. James’s Place, Morrinson Wealth Management provides a wide range of personally tailored wealth management services for private individuals, designed to meet each individual client’s objectives over the long term. Our emphasis is on maintaining proactive long-term relationships, preservation and growth of capital, as well as utilising tax efficient allowances, all under an umbrella of trusted advice.Above all, Morrinson Wealth Management as a Principal Partner Practice of St. James’s Place offers its clients financial security, peace of mind and trust.Our specialties include:• Asset & Wealth creation and preservation • Retirement and estate planning• Family investment structures• School fees solutions• Tax efficient planning• Offshore investment structures• Specialist Insurance solutions for High Net Worth individuals• Managing cash and borrowingsThe value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. 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) The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives Show less

  • Partner

    Jan 2019 - May 2022

  • Financial Consultant

    May 2016 - Dec 2018
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  Dunne Wealth Management

  May 2022 - now

  Director

  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 PlanningIncome and Capital Gain tax planning Aspects of Business exit strategies and share sales Inheritance Tax and estate planning Mortgage adviceLater life planningThe Partner/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).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives Show less