JOSEPH DUNN

Managing Director/Founder

Tel: 01603 957599 | Email:joe@theiceni.co.uk

Joe Dunn is the founder and Director of Iceni Financial Advisers. He has been in the Financial Services industry for more than 20 years.

Joe Dunn worked for a leading large insurance company for many years before deciding to set up his own firm. He became an independent financial adviser because he wants to be able to offer his clients products from the whole of the market.

Joe specialises in pensions, investments, and tax planning. Joe is well known for his friendly, open and approachable manner and always tries to communicate clearly. He aims to provide a professional, bespoke, personal, quality service to all.

Joe is married with 2 kids. He is an avid cyclist and also enjoys playing badminton in his spare time.

 

Independent Financial Advisers

Financial Advisers advise clients on investments, taxes, estate planning, insurance, mortgages, and retirement.  They are also known as personal financial advisors, financial planners, financial advisers, financial service advisors, and investment advisers.  Financial advisers look at your personal circumstances and your financial plans and recommend products to help you meet your needs.  There are two types of financial advisers.  We are Independent Financial Advisers (IFAs) and can recommend financial products spanning the whole of the market.  Basically, this means our advice is unbiased and unrestricted.  Whereas Restricted Advisers can only recommend products from certain providers.  In some cases, they recommend products from a single company.

The importance of financial advice.  Did you know you could be £47K better off after 10 years with Financial Advice?  Basically, customers who took financial advice saw a £31K uplift in their pension wealth.  Together with a £16K increase to other financial assets. The importance of Financial Advice – Source: What it’s worth – revisiting the value of financial advice, November 2019