Financial Planners Elite

Directory of the Leading UK Financial Advisers

Heather Dunne

ACII FPFS

CHARTERED FINANCIAL PLANNER

 

Member profile details

Photo
Title
Mrs
First name
Heather
Last name
Dunne
Qualification Letters
ACII FPFS
Status
  • CHARTERED FINANCIAL PLANNER
Gender
Female
 

Contact Details

Job Title
Pension Consultant
Organization
HDIFA/HDC
Company logo
Phone
01580 213 400
Business address
Unit 4 The Stables
Address line 2
Lynx Park Business Centre, Colliers Green
Address 3
Goudhurst
Town/city
Cranbrook
County
Kent
Postcode
TN17 2LR
Local postcode area
TN
Region
England - South East
Regions served
  • Select
  • England - South East
  • England - North East
  • England - North West
  • England - Midlands
  • England - South West
  • England - East Anglia
  • Central Scotland
  • Highlands and Islands
  • North East Scotland
  • South West Scotland
  • Scottish Borders
  • Shetland Islands
  • North Wales
  • Mid Wales
  • South Wales
  • Northern Ireland
  • Channel Islands
  • Isle of Man
Other postcode areas served
  • Other
 

Financial Planning Service

Our Service in Brief
We are a specialist firm offering Occupational Pension Transfer technical support to financial advisers.
About our Service
We are well known for our friendly and flexible service, along with our expertise in the field. Many of our clients have moved to us from alternative firms and appreciate our "can do" attitude.
Services include:
  • Pension transfers
  • Other
Specialist in
Pension transfers
Ideal Clients
Directly regulated advisers
Smaller Networks
How we Charge
Fixed Fee:
£1,000 for standard Service
£2000 when on a referral basis
Each fee is per client/scheme and additional plans are by negotiation. No VAT applies
 

Personal Information

Background
I have worked in financial services for 28 years this October and am fortunate enough to love what I do. I have had many differing roles and run my own consultancy firm for the last eleven years.
Family/social
I love to golf, garden paint and spend time with friends and family especially my nephews and nieces.
Interests
Golf, Gardening and painting, all of which I do with enthusiasm but little skill. Canal Barging, , reading.
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