TWBN

Stephen Dunn

Director and IFA at Dunn Financial Management Ltd, which is an Appointed Representative of Vision IFP Ltd

After a successful decade spent working in the City of London as a Private Client Manager for Barclays and HSBC, Stephen decided to establish his own firm in 2017 providing independent financial advice.

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

Outside of work, Stephen lives in Sussex with his wife Rachel and their two children. He enjoys 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!

Stephen has been a member of TWBN since 2018 and took on the role of Chair in September 2024. He enjoys the relaxed nature of the group’s meetings and values the relationships he has built through the group and the knowledge that exists within TWBN. He strives to ensure that meetings tap into this breadth of experience and business acumen , and that topics for discussion are very much ‘member led’.