“I was introduced to Dunham in 2008 by a friend who is a client, after being frustrated with the
restricted approach of a private banking company, that looked after most of my investments.
Steve and Chris were local, accessible and personable advisers, with significant experience and
knowledge. Regular meetings throughout each year have allowed me to discuss tax planning
opportunities and review investment performance, with a genuine chance to influence decisions.
I have achieved far better results with my investments since being with Dunham.”

S Graham, Business Owner and ex Director of FTSE 250 Company

“Dunham have been advising me for over 10 years and during that time I have found them to be
very approachable, friendly and proactive. I have no hesitation in recommending them to others
for financial advice, especially those in the medical profession. Having a trusted adviser who
offers excellent care and sound investment advice is critical.”

B Moriarty MA (Cantab), MB, B.Chir, FRCS FRC Ophth, MD, Consultant Eye Surgeon
(Ophthalmologist)

“Dunham have been our family’s financial planners for 30 years, which initially started with my father and Steve working closely together on our family’s investments.

The team at Dunham have always taken the time to understand our family’s unique, varied and complex financial requirements. Whether it’s stakeholder pensions, bond portfolio management, ISAs or updates on the market, Dunham have always provided us with clear, succinct and intelligent advice backed by a wealth of knowledge. Dan, Steve and the team have guided us through numerous complicated financial procedures, providing thorough explanations of all our options, responding swiftly to our questions and keeping us informed at every stage of the process. The team have even organised presentations and Q&A sessions specifically tailored to educate our children about pensions and investments.

Dunham have exceeded our expectations in every aspect, and I highly recommend them.”

Anonymous

“Dunham has been responsible for effectively managing our family investments for more than
30 years. They have been a great help to me personally during an unexpected family tragedy.
Steve and Dan were on hand throughout this extremely difficult time to help manage a complex
estate and worked tirelessly with solicitors and specialist tax advisers to support and guide me.
Critically for me, they are there 24/7 and act quickly when required. I feel my investments are in
safe hands and would recommend them without hesitation.”

Anonymous

“Steve McGarey is the best financial adviser I have experienced and is the very definition of a “trusted adviser”. No other wealth adviser has come close to Steve. Dunham offers a unique high-quality service in an industry full of the same mediocre service providers.”

Anonymous, Corporate Lawyer

Contact Us

Peak House, 6 Oxford Road, Altrincham, Cheshire, WA14 2DY

Telephone: 0161 676 2380   Email: enquiries@dunhamwealth.co.uk