Dunhams Financial Planning

The dental practice have used Dunhams for several years now and we strongly recommend them as Accountants and Financial Advisers. We especially appreciate the joined up and all encompassing proactive service they provide. As well as understanding the complex world of dental finances, the quality of their tax advice is second to none and they even work closely with the business owners to formulate a bespoke and highly impacting personal financial plan which has significantly improved our financial wellbeing.

Dunhams have been a valuable partner to our business for over 15 years, helping us to grow into a renowned national company they provide support so that we make informed strategic business decisions. Dunhams have proven time and time again that a good accountant and advisor as a partner is invaluable to a business providing impartial objective views that the board and management can rely on.

I can’t recommend Dunhams highly enough. In recent years they have undertaken a review of all my financial affairs – both business and personal and come up with ideas which, now they have been implemented, have saved me, my business and my family significant amounts of tax. A traditional firm that won’t entertain tax schemes, Dunhams are nevertheless extremely creative, think radically and have thought outside the box to re-structure my affairs so as to improve my financial wellbeing not only this year and next but long into the future.

I have been a client of Dunhams for over 38 years and the company has always provided a top draw service. Their advice has been sound, prompt, very businesslike and appropriate to the various circumstances. They have an excellent up to date knowledge of the current legislation and its best application. I have had cause to use them in complex dispute matters and the service was first rate, sympathetic and robust when necessary. I was so satisfied with the all round service provided that on my retirement I wisely decided to use their wealth management branch. Their disentangling of a partnership and then the complete investment and pension advice service took away the worries of a turbulent market. All in all a company to recommend strongly.

Paul and the team are both friendly and efficient and are always on hand whenever Ann and I have a query related to financial matters. Our main objective is to maintain our lifestyle in retirement by drawing from our assets as tax efficiently as possible and Dunhams Financial Planning ably assist us in this regard. They help us manage our wealth, pensions and investments and in a straightforward, understandable and efficient manner. In addition, their ability to simplify the complex and help us to make informed financial decisions has removed the burden from our shoulders and left us with greater confidence, as well as the freedom to spend our time and energy on other things in life.

We have retained Dunhams as our Accountants and Advisors for years and years. Over that time they have been with us every step of our journey and helped in countless ways. From guiding us through a Tax Enquiry to restructuring matters to improve our tax efficiency they have demonstrated time and time again their commitment to working closely with us, safeguarding our position and improving both business and personal wealth. I can not recommend them highly enough.