Welcome to the Dunham Financial Services website.
We are an award winning Financial Planning company specialising in lifetime cashflow planning. This is a process that we go through to discover your dreams for the future, and then work out how realistic this is, and what planning needs to be done to help you achieve this.
Our mission is to form long term relationships with clients looking for a lifetime partner to help them plan and organise their financial future. Often this will be with the aim of retiring at a specific age, or creating financial independence to facilitate a career change.
Our clients are typically earning above average salaries (£60,000+), or have assets greater than £250,000. These guidelines are in place for 2 reasons. Firstly, we always complete a cashflow analysis prior to taking on any other work, which we charge a fee for which has to be of value to you. Secondly, there has to be scope to implement at least some of the changes that we recommend. If you have no surplus assets or income, this cannot be achieved.
Whilst we specialise in the private client arena, we also provide a business planning service, based on the same high principles that we manage our private client business with. This area of our business is becoming increasingly popular, especially with employee benefits, due to our tailored approach and employee communication system. We can offer flexible benefits and an employee intranet so that they can see the benefits that you the employer pay for. All of your employees will receive specialist investment advice on their pension portfolio.
Please spend some time looking through the site, we hope that you find the content interesting and informative If you would like any further information or would like to make an appointment, please follow the contact us link, or register online.