Paul Dunne

Paul Dunne Email and Phone Number

Chartered Financial Planner | Investment Manager | Fellow of the Personal Finance Society | CEO, Harbour Rock Capital and Prism Investments @ Harbour Rock Capital
Paul Dunne's Location
Rochester, England, United Kingdom, United Kingdom
Paul Dunne's Contact Details

Paul Dunne personal email

n/a
About Paul Dunne

Harbour Rock Capital is a specialist financial advisory business focussing on pensions and retirement.We look after c£625m in pension assets for around 12,000 clients, £500m of which on a discretionary basis.We are firmly positioned at the heart of the advice gap, dealing primarily with clients who need to access funds from their pensions for significant life events and unforeseen circumstances, generally before their target retirement date.Whether through accessing pension benefits, reducing charges, or seeking to improve long-term performance, we’re focused on delivering specialist financial advice and a great level of service to help our clients get the best out of their pensions, both now and in the future.

Paul Dunne's Current Company Details
Harbour Rock Capital

Harbour Rock Capital

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Chartered Financial Planner | Investment Manager | Fellow of the Personal Finance Society | CEO, Harbour Rock Capital and Prism Investments
Paul Dunne Work Experience Details
  • Harbour Rock Capital
    Chief Executive Officer
    Harbour Rock Capital Jun 2022 - Present
    Rochester, England, United Kingdom
    www.harbourrockcapital.co.ukwww.pensionaccess.co.uk
  • Phantomkey Technology Limited
    Non-Executive Director
    Phantomkey Technology Limited Jul 2019 - Present
    Southampton, United Kingdom
    www.phantomkey.comGenerating unique passwords and associated email addresses without storing them anywhere!
  • Prism Investments
    Chief Executive Officer
    Prism Investments Jan 2023 - Present
    Rochester, England, United Kingdom
    www.prisminvestments.co.ukProviding asset allocation and fund selection advice on c£500m of pension funds
  • Self-Employed
    Business And Regulatory Consultant
    Self-Employed Sep 2020 - May 2022
    Propositional, commercial, distribution and regulatory advice to retail investment advice, mortgage advice, investment management and fintech businesses
  • Dawn Slater Wealth Management Limited
    Chief Executive Officer
    Dawn Slater Wealth Management Limited Jan 2019 - Sep 2020
    Newbury, Berkshire, United Kingdom
    Regional IFA based in Berkshire
  • Foster Denovo
    Founder And Regulatory & Commercial Director
    Foster Denovo Aug 2005 - Apr 2018
    London, United Kingdom
    www.fosterdenovo.comNational financial advice business transitioned through RDR from independent to restricted model
  • Secondsight
    Director
    Secondsight 2012 - 2018
    London, United Kingdom
    www.second-sight.comFoster Denovo’s employee benefits brand looking after hundreds of employers from SMEs through to large household names
  • Sequel Investments Limited
    Founder And Director
    Sequel Investments Limited 2009 - 2018
    London, United Kingdom
    www.sequelinvestments.comFrom standing start in 2009 to c£750m across a range of pension and investment funds
  • Inter-Alliance Group Plc
    Senior Business Analyst
    Inter-Alliance Group Plc 1997 - 2005
    From graduate trainee through to becoming a member of the senior management team in what was the UK’s largest IFA

Paul Dunne Skills

Wealth Management Financial Services Pensions Investments Strategic Financial Planning Portfolio Management Financial Advisory Financial Planning Pension Funds Relationship Management Risk Management

Paul Dunne Education Details

Frequently Asked Questions about Paul Dunne

What company does Paul Dunne work for?

Paul Dunne works for Harbour Rock Capital

What is Paul Dunne's role at the current company?

Paul Dunne's current role is Chartered Financial Planner | Investment Manager | Fellow of the Personal Finance Society | CEO, Harbour Rock Capital and Prism Investments.

What is Paul Dunne's email address?

Paul Dunne's email address is pa****@****ovo.com

What schools did Paul Dunne attend?

Paul Dunne attended University Of Exeter, Peter Symonds College, Kings’ School.

What skills is Paul Dunne known for?

Paul Dunne has skills like Wealth Management, Financial Services, Pensions, Investments, Strategic Financial Planning, Portfolio Management, Financial Advisory, Financial Planning, Pension Funds, Relationship Management, Risk Management.

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