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location pinLiverpool

Teresa Dunning

Associate Director

experience

I have over 14 years of financial planning experience with clients. I am an intuitive communicator, with the ability to engage and build relationships with a broad range of clients, understanding and responding to their personal values, financial goals and needs. I have experience in all areas of planning, with particular expertise in Trusts and Personal Injury.

I currently work and advise high net worth private clients with some of the leading solicitor and accountancy firms in the North-West specialising in High Net worth business owners, inheritance tax and court of protection solutions. Chartered Associate of the London Institute of Banking & Finance. CeFA DipF MLIBF, CeLTCI, CertLTCP, PETR, TTTC – LIBF accredited.

personal interests

I am a member of my local running club and like to take long trail runs where I can. I am dependable, personable and a team player.