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Clear Vision.Bespoke Advice for our Clients.

Sabrina Jackson

Stephen Dunn

Independent Financial Adviser Dip PFS

After a successful decade spent working in the City of London as a Private Client Manager for Barclays and HSBC, I decided to set up Dunn Financial Management Ltd in 2017.

I chose to join the Vision network because I felt that Vision’s philosophy and values aligned directly with my own core beliefs – namely a passionate interest in building long term relationships, founded on trust and based upon providing the most appropriate financial advice to an individual client’s needs. I believe that this is best achieved through providing Independent advice.

The ability to offer truly Independent Financial Advice is extremely important to me and I feel that being able to offer an unconstrained, ‘Best of Market’ approach, is critical in enabling me to source the best solutions for my clients, along with the freedom to spend as much time with each client as they need.

Outside of work, I live in Sussex with my wife Rachel and our two young children. I enjoy spending time with them & their various weekend classes, as well as exploring the nearby Ashdown forest and fitting in a pub quiz when time allows!

‘After a poor experience with our previous financial adviser, Stephen has rejuvenated our interest in our financial affairs. He explains things in laymans language and ensures we have a good understanding. Looking forward to working with him in times to come.’
‘We are still in the early stages of our working relationship but I have been happy and comfortable with my adviser, Stephen Dunn, from the outset. He is easy to deal with, explains everything thoroughly and the level and methods of communications thus far have been excellent.’

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