Stephen Dunkerley

Stephen Dunkerley Email and Phone Number

Financial Adviser at Murray John & Associates @ Murray John & Associates
edinburgh, edinburgh, united kingdom
Stephen Dunkerley's Location
United Kingdom, United Kingdom
About Stephen Dunkerley

I have worked as a financial adviser for 20 years and provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most. My advice covers a wide range of wealth management areas, including retirement planning, wealth protection, inheritance tax planning, savings, investment planning and mortgages.Murray John & Associates is a trading name of Murray John & Associates Ltd which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.Approved by The Openwork Partnership on 29th October 2024.

Stephen Dunkerley's Current Company Details
Murray John & Associates

Murray John & Associates

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Financial Adviser at Murray John & Associates
edinburgh, edinburgh, united kingdom
Website:
murrayjohn.co.uk
Employees:
6
Stephen Dunkerley Work Experience Details
  • Murray John & Associates
    Financial Adviser
    Murray John & Associates Oct 2016 - Present
    Edinburgh, United Kingdom
    I provide holistic financial advice, tailored to suit each client's unique circumstances. I advise across a wide range of areas including savings and investments, planning for retirement, protection, mortgages and inheritance tax planning.
  • Marwick & Co Financial Consultants.  Partner Practice Of St. James'S Place Wealth Management.
    Financial Adviser
    Marwick & Co Financial Consultants. Partner Practice Of St. James'S Place Wealth Management. Aug 2012 - Sep 2016
    Dunfermline, Fife
    St. James's Place Wealth Management is a FTSE 100 company, recently awarded “UK Wealth Manager of the Year 2015 at the City of London Wealth Management Awards . The company’s success has grown through its ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.
  • Marwick & Co. Appointed Representative Of Zurich Advice Network/Openwork
    Financial Adviser
    Marwick & Co. Appointed Representative Of Zurich Advice Network/Openwork Feb 2004 - Aug 2012

Stephen Dunkerley Skills

Financial Services Retirement Planning Finance Wealth Mortgage Lending Investment Advisory Personal Protection Inheritance Tax Planning Mortgage Brokers Investment Management Financial Advisory Wealth Management Financial Planners Savings Financial Planning Risk Management Funding

Stephen Dunkerley Education Details

Frequently Asked Questions about Stephen Dunkerley

What company does Stephen Dunkerley work for?

Stephen Dunkerley works for Murray John & Associates

What is Stephen Dunkerley's role at the current company?

Stephen Dunkerley's current role is Financial Adviser at Murray John & Associates.

What schools did Stephen Dunkerley attend?

Stephen Dunkerley attended Heriot-Watt University.

What skills is Stephen Dunkerley known for?

Stephen Dunkerley has skills like Financial Services, Retirement Planning, Finance, Wealth, Mortgage Lending, Investment Advisory, Personal Protection, Inheritance Tax Planning, Mortgage Brokers, Investment Management, Financial Advisory, Wealth Management.

Who are Stephen Dunkerley's colleagues?

Stephen Dunkerley's colleagues are Lynn Gilpin, Alexander Murray John, Emma Allan.

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