Stephen Dunn (Dip PFS)

With over 25 years of experience in the financial services industry, providing personalised advice to a diverse range of clients. 

For the past 20 years, Stephen has specialised in supporting the farming community, helping individuals and families navigate the unique financial challenges and opportunities within this sector.

Based between Bridgwater and Taunton, but with clients that are spread all across the South West, allows Stephen to build lasting relationships with people throughout the region.

Stephens approach is centred on long-term relationships. Aiming to be a trusted source of guidance, supporting his clients as their financial needs and goals evolve over time. 

Whether it’s planning for retirement, managing investments, or providing tailored advice for businesses and families, Stephens goal is to help clients feel confident that their financial future is secure.

Call or email: 07887 363672  Steve@sdunnfinancial.co.uk