WEALTH MANAGEMENT
Personalised to you
Greater wealth brings with it greater complexity. Our aim is to provide a bespoke financial planning strategy, underpinned by our excellent investment proposition, for high net worth families, business owners and retirees.
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About Us
Dunham Wealth is an independent boutique wealth management company with over 30 years of experience advising high net worth clients.
Based in Altrincham, Cheshire, our focus is on a long-term approach to investing, to preserve and grow our clients’ wealth, taking the appropriate degree of risk required and the right combination of investments to maximise tax efficiency.
Wealth
Planning
Let us build a clear plan and strategy, with cashflow modelling and our advisers expertise, to ensure you achieve financial freedom.
Retirement
Planning
Whether you are approaching, or in retirement, we can review whether your existing plans are on track.
Inheritance Tax Planning
Maximise the wealth passed down to the people you care about by putting a tailored financial plan in place.
Business Owner Advice
Many of our clients have built and sold successful businesses so let us help you structure your finances and investments correctly.
An Investment Portfolio Built Around You
Get a personalised investment portfolio that’s tailored to your specific needs and goals. Focused on delivering superior medium to long-term returns, within your risk appetite.
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What our clients say
Meet the team
Contact Us
Peak House, 6 Oxford Road, Altrincham, Cheshire, WA14 2DY
Telephone: 0161 676 2380 Email: enquiries@dunhamwealth.co.uk