our story

Shaun and Lorraine Dunne started the business in 1992.

From small beginnings, a rented office with a Bradford & Bingley building society agency, one second hand computer (they were really expensive then) and a part time administrator, a long-term loyal firm of staff and clients grew.


The first new arrival at the firm was baby Anastasia, born in February 1993 and who made regular trips into the office. Despite this early training, sadly she was not to make financial services her career.

In September 1996, baby Peachy was born and therefore becomes our longest serving staff member. Peachy gained her Diploma for Financial Advisers in 2018 and is continuing on a learning pathway.


The business now employs 3 advisers, seven support staff and two students. There is an ethos of education for both younger and older staff and Aqua has utilised graduate recruitment, apprenticeship schemes and re-training for mid-life career changers.