Mark Dunning DipPFS, Cert SMP
Wealth Planner at Dentons Wealth- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
UK
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Experience
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Dentons Wealth
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United Kingdom
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Financial Services
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1 - 100 Employee
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Wealth Planner
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Dec 2013 - Present
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Oakland Financial Planning
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London, United Kingdom
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Independent Financial Adviser
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May 2012 - Nov 2013
- Retirement/Pension planning - personal and corporate. - Investments. - Inheritance tax planning. - Mortgages – residential, commercial, buy to let and equity release. - Protection (life, critical illness, income protection, ASU, PMI). - Will writing service. - Retirement/Pension planning - personal and corporate. - Investments. - Inheritance tax planning. - Mortgages – residential, commercial, buy to let and equity release. - Protection (life, critical illness, income protection, ASU, PMI). - Will writing service.
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Halifax
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Banking
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700 & Above Employee
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Financial Adviser
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May 2006 - Apr 2012
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Education
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Chartered Insurance Institute
DipPFS, Cert SMP, Certs CII(MP & ER) -
Institute of Financial Services
CeMAP
Community
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