Senior Independent Financial Adviser
Current
Oct 2021 - Present
AeroLeads people directory · profile
Simon Dunkerley Email & Phone Number
Independent Financial Adviser
at
Mark Dean Wealth Management (UK) Limited
1 work email found
@ashcourtrowan.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Independent Financial Adviser
Location
London Area, United Kingdom
Company size
Who is Simon Dunkerley? Overview
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Quick answer
Simon Dunkerley is listed as Independent Financial Adviser at Mark Dean Wealth Management (UK) Limited, a with 3 employees, based in London Area, United Kingdom. AeroLeads shows a work email signal at ashcourtrowan.com and a matched LinkedIn profile for Simon Dunkerley.
Simon Dunkerley previously worked as Senior Independent Financial Adviser at Mark Dean Wealth Management (Uk) Limited and Private Client Manager at M&N Insurance Services. Simon Dunkerley holds Ma Hons, German/Economics, Upper Second from The University Of Dundee.
Company email context
Email format at Mark Dean Wealth Management (UK) Limited
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{first}{last}@ashcourtrowan.com
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AeroLeads found 1 current-domain work email signal for Simon Dunkerley. Compare company email patterns before reaching out.
Profile bio
About Simon Dunkerley
I am a Fellow of the Chartered Insurance Institute. I am also an Independent Financial Adviser with 33 years experience in the Financial Services Industry. A consistent top performer with a strong business track record for Investments, Pensions and Protection, Inheritance Tax Planning and Long term care . I have significant experience servicing the needs of mass-affluent and high net worth clients.In addition I am an Associate of the Chartered Institute of Bankers and believe strongly in self development. I am a member of BNI and the North West London Chamber of Commerce.
Listed skills include Inheritance Tax Planning, Income Protection, Pensions, Wealth Management, and 16 others.
Current workplace
Simon Dunkerley's current company
Company context helps verify the profile and gives searchers a useful next step.
Mark Dean Wealth Management (Uk) Limited
6 roles
Simon Dunkerley work experience
A career timeline built from the work history available for this profile.
Private Client Manager
M&N Insurance Services
M & N is an IFA and general insurance broker serving the community in North London. Our clients are high net worth individuals . My role was created due to the success and expansion of the business.I predominantly service existing clients who have investment,protection,long term care,retirement and IHT Planning needs.
Feb 2015 - May 2021
Financial Planner
I have recently joined Bellpenny as a Financial Planner covering a territory in West London and parts of Surrey.Bellpenny is a progressive,fast growing company and I am happy to have made the move.My short term goal is to achieve Chartered status as I am now within 2 exams of doing so.
Nov 2014 - Feb 2015
Independent Financial Adviser
I am an IFA specialising in Wealth Management,IHT and Long term care for the older client.I have worked for Ashcourt Rowan since Octoberr 2010 after having been transferred from the Co-operative Independent Financial Advisers Ltd.I am Diploma qualified and am currently working towards Chartered status.
Oct 2010 - Nov 2014
Independent Financial Adviser
Co-Operative Independent Financial Advisers
I was a seminar adviser building a client base off the back of inheritance tax and wealth preservation seminars working mainly in London and Essex.
Feb 2007 - Oct 2010
Financial Adviser
Wesleyan Medical Sickness
I advised doctors and dentists in London and in particular consultants in Harley Street and the West End of London .
Aug 2001 - Feb 2007
3 education records
Simon Dunkerley education
Ma Hons, German/Economics, Upper Second
Master Of Arts (M.A.), German Language And Literature
Forest Of Needwood High School
Education record
Forest Of Needwood High School
FAQ
Frequently asked questions about Simon Dunkerley
Quick answers generated from the profile data available on this page.
What company does Simon Dunkerley work for?
Simon Dunkerley works for Mark Dean Wealth Management (UK) Limited.
What is Simon Dunkerley's role at Mark Dean Wealth Management (UK) Limited?
Simon Dunkerley is listed as Independent Financial Adviser at Mark Dean Wealth Management (UK) Limited.
What is Simon Dunkerley's email address?
AeroLeads has found 1 work email signal at @ashcourtrowan.com for Simon Dunkerley at Mark Dean Wealth Management (UK) Limited.
Where is Simon Dunkerley based?
Simon Dunkerley is based in London Area, United Kingdom while working with Mark Dean Wealth Management (UK) Limited.
What companies has Simon Dunkerley worked for?
Simon Dunkerley has worked for Mark Dean Wealth Management (Uk) Limited, M&N Insurance Services, Bellpenny, Ashcourt Rowan Financial Planning Ltd, and Co-Operative Independent Financial Advisers.
Who are Simon Dunkerley's colleagues at Mark Dean Wealth Management (UK) Limited?
Simon Dunkerley's colleagues at Mark Dean Wealth Management (UK) Limited include Dean Mullaly.
How can I contact Simon Dunkerley?
You can use AeroLeads to view verified contact signals for Simon Dunkerley at Mark Dean Wealth Management (UK) Limited, including work email, phone, and LinkedIn data when available.
What schools did Simon Dunkerley attend?
Simon Dunkerley holds Ma Hons, German/Economics, Upper Second from The University Of Dundee.
What skills is Simon Dunkerley known for?
Simon Dunkerley is listed with skills including Inheritance Tax Planning, Income Protection, Pensions, Wealth Management, Retirement Planning, Investment Advisory, Retirement, and Protection.
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