our people

SHAUN DUNNE

Shaun is an Associate Member of the Chartered Insurance Institute and a Chartered Insurance Practitioner and has been in financial services all his working life.

 

He has been an IFA for over 30 years working at a senior level and has led his own business, based in Cheadle, Cheshire for over 25 years. Naturally clients have also known Shaun for this length of time and this close bond of client confidentiality encourages them to rely upon and recommend him. Shaun deals with many extended family, corporate and social network groups, always respecting individual privacy.

 

Shaun's core skill is in listening to your concerns. He is a problem-solver, whether that be a simple solution to a one-off need or a more complex financial overhaul.

CLAIRE LEE

Claire is a Chartered Financial Planner, a Pension Transfer Specialist and is qualified to advise on Long Term Care issues.

 

She maintains a number of corporate pension schemes, runs regular surgeries held at employer premises, deals with private clients directly and receives client cases introduced from other financial advisers.

 

Claire is a specialist in dealing with pension transfers from defined benefit employer schemes.

Peachy Dunne

Peachy trained with the London Institute of Banking and Finance. As a younger adviser she has a particular interest in social impact or eco-investing as she strives to ensure that you, a member of the millennials have a future to look forward to.

Peachy recently featured in a blog from Worthstone, an award winning social business with a vision to see social impact investment established as an integral part of the financial planning process for individual investors in the UK. Peachy recently completed Adviser Competency Training for social investmentprovided via Worthstone and said:

I am passionate to spread the word and become an activist in revolutionizing the investment industry where we put the environment and people before profit. I believe we can all make a huge difference together

To read the full blog

LORRAINE DUNNE

Lorraine graduated from Durham University and trained in accountancy working as a management accountant before financial services took over her life.

A founding Director of the business in 1992 and retired IFA, Lorraine continues to support the business with administration and technological oversight.