About Us
Delivering first class service
Dunham Wealth is an independent boutique wealth management company with over 30 years of experience in 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.
Our Experience
For over 30 years our team of qualified financial planners have delivered a personalised approach to helping our clients manage their wealth effectively. We provide clear financial planning solutions underpinned by excellent investment strategies for high net worth families, business owners and retirees.
Our Values
What makes us different to most financial advisers and wealth managers is the level of service and care we offer our clients. Our values focus on being there whenever you need us and to ensure you have a dedicated team helping you to reach your financial goals and aspirations.
Our Approach
At Dunham Wealth our belief is that financial planning is not a one-off event or just about growing your wealth but also looking at how best to minimise your tax liabilities and ensure you have the right financial strategies in place to achieve everything you want to.
As a client, you will be supported throughout your financial planning journey from setting long-term financial goals and working towards targeted growth, right through to retirement and taking income.
Our approach and steps with you include:
- Initial Consultation – From the start we will understand what you are looking to achieve and your financial priorities. We will also clearly explain our services and costs, and our respective responsibilities.
- Exploratory Stage – During this stage we will get a deeper understanding of your position. Assess your attitude to risk and determine what Dunham services are best suited to your needs.
- Develop Solutions – Our expert team will conduct a full analysis of your existing plans and look at what solutions can be put in place.
- Recommendation & Implementation – We will meet with you to present our report and discuss your financial plan in detail. With your agreement we will then implement the recommendations.
- Ongoing Service and Review – Once you are a client we will regularly update you on your financial plans and ensure they continue to remain aligned to your financial goals and objectives. As a minimum you will receive an annual face to face review but many of our clients speak to us more regularly.
Our Service Proposition
We are here to support our clients every step of the way and we understand they have very busy lives so need a team around them that can adapt to their requirements. That is why we are available whenever our clients need us and will regularly review their financial plans to ensure they are on track and aligned to their financial objectives.
Contact Us
Peak House, 6 Oxford Road, Altrincham, Cheshire, WA14 2DY
Telephone: 0161 676 2380 Email: enquiries@dunhamwealth.co.uk