I have joined Vision having spent the last 6 years working for HSBC in the City of London, where I specialised in providing tax efficient Investment planning, Retirement advice and protecting wealth. Prior to this I spent several years with Barclays Bank, all this time working with High Net Worth clients.
I chose to join Vision 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 and am married with two young children. I enjoy spending time with them and my wider family.
‘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.’