My name is Joseph Dunn and I have been in financial services for over 15 years. I started working for Britannic Assurance as a financial adviser and they trained me and helped me through my exams. I still have customers from all those years ago and quite a few of them I consider to be my friends.
I always try to offer my customers the best that I can and this why I am an independent adviser. I offer not only the usual investments and pensions but I help my clients with tax planing and help them to build property portfolios.
Quite often my advice and help is free. All of my initial consultations are done without charge and if I do need to charge a fee for my services then I will tell you in advance.
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