We offer an all-round financial planning and advisory service, but we also offer specialist advice in the following areas:

• Lifetime Cash Flow forecasts
• Tax planning
• Investment Portfolio construction
• Investment Risk Analysis
• Inheritance tax mitigation
• Retirement planning and pensions
• Tax efficient investment vehicles 
• Employee Benefit schemes - Including Flex benefits and Occupational Pension Schemes
• Trusts - Charitable and Private

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

The Financial Services Authority does not regulate Taxation advice, Estate Planning Services and Trust Advice.

Dunham Financial Services Ltd is authorised and regulated by the Financial Services Authority (www.fsa.gov.uk/register). FSA Registration No: 121212