Dunne Wealth Management
Financial planning and wealth management advice for senior executives, entrepreneurs and their families in London
Highlights
- Young companyFounded 2022
- New on EvolcAdded 2026-11-10
About Dunne Wealth Management
Dunne Wealth Management provides financial planning and wealth management advice, including investment and retirement planning, protection, tax planning, estate planning, mortgage advice and business exit strategies.
Its clients include senior executives, entrepreneurs and their families. The firm is a Partner Practice of St. James's Place and offers ongoing, personalised advice.
Dunne Wealth Management Limited was founded in 2022 and is based in London. The team includes a director and lead adviser, an executive assistant, a practice operations manager and a marketing and client experience manager.
Product: Personal financial planning and wealth management advice, including investment, retirement, protection, tax, estate and mortgage planning.
Jobs at Dunne Wealth Management
Leadership
- Nick Dunne · Director & Lead AdviserSource: company website
More fintech companies
Dynamic Mobile Billing
Mobile payment aggregator letting online merchants take charge-to-phone-bill and card payments through one API integrationDynamic Planner
Digital financial advice platform for UK advice firms and wealth managers: risk profiling, cash flow, suitability reportsRemote-friendlyEako Capital
FX and international payment services with multi-currency accounts for small businesses sending money across 130+ currenciesYoung companyNew on EvolcEarlyworld Capital
Family office and capital markets firm in London trading fixed income, equities and options with financial institutionsNew on EvolcEast Alpha
Systematic commodity investment firm running multi-asset funds, including East One, for qualified investorsNew on Evolc
Website technologies
Tools and platforms detected on this company’s website, grouped by purpose. Dates record when Evolc observed them.
Analytics
- Google Tag ManagerMedium confidence
- First detected
- Last detected
- Last checked
Detection evidence
- Integration code on pageinline script loader
Website detection does not establish a paid subscription or company-wide use. Tools loaded after consent or sign-in may be missed. “No longer observed” does not prove the company stopped using a tool.