Nick Dunne
IMC DipPFS
Nick has been working in financial services for over 9 years. After starting his career in banking, he was invited to join the St. James's Place Partnership in 2015 and has since gained vast experience in advising senior executives and entrepreneurs across the City of London. In 2022 Nick was recognised as a Vouchedfor ‘Top Rated Financial Adviser’ as voted for in The Times.
Delivering a broad spectrum of financial advice, Nick creates structured financial plans for his clients that align with their ambitions and circumstances. With efficient tax planning and a robust investment strategy at the heart of the process, Nick’s work gives clients the clarity needed to navigate the complex world of finance, and, ultimately, allows them to spend more time doing the things they enjoy (which is rarely the finances!).
Prioritising simplicity and clarity, Nick works with his clients’ families for the long-term – often with intergenerational planning being considered. Given these close relationships, most of his new clients come from recommendations or referrals from his existing clients.
For Nick, the best part about his job is getting to really know his clients and their unique story, and the satisfaction he gets from being there to see them achieve their big moments in life with financial security.
Outside of managing the financial wellbeing of his clients, Nick will always enjoy a round of golf with good company, going on long field walks with his best friend Lenny the Labrador, and loves to travel & discover good food with his fiancé Shelby.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
