Teresa's Qualifications

  • CeFA
  • DipFA
  • CeLTCI
  • CertLTCP
  • PETR
  • TTTC
  • MLIBF
  • LIBF accredited

Teresa Dunning

Associate Director

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 and Chartered qualified in pensions, trusts and long term care planning.

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 inheritance tax and court of protection solutions.

 

The important stuff


Get to know Teresa

What do you enjoy most about your job?

My clients and looking after them.
What’s your idea of a perfect weekend?

The lakes, walking or trail running and a lovely pub lunch to finish with family & friends.
Where in the world have you never been but hope to get to one day?

Bali.
What’s the most important thing you’ve learned doing your job?

That everyone is unique and should be treated as an individual.
What three things are guaranteed to put a smile on your face?

My family, my friends, reaching the top of a mountain.

Get in touch


Contact us below to join us for tea and biscuits with one of our friendly financial planners