- Fees Variable
- Area Nationwide
- Client Type Private
- Category(s) Estate Planning, Financial Services, Insurance Advice, Legal Services, Lifetime Planning, Wealth Management
Wealth management is more than just investment advice and combines financial and investment advice, accounting and tax services, retirement planning and legal or estate planning. From the client’s perspective, wealth management is simply the science of enhancing his or her financial situation. From the advisor’s perspective, wealth management is the ability of an advisor or advisory team to deliver a full range of financial services and products to an affluent client in a holistic way.
The future is uncertain, so call us today and our team can help you find the most appropriate professionals to help you given your individual needs and circumstances.
Our advisors are available to come to you at your home or workplace between from 8:30am to 9:00pm Monday to Thursday, and from 9:00am to 4:00pm of Fridays.
Where possible we will always sit down and discuss things with our clients face to face, there are no forms to complete, we just provide expert advice.
All of our staff are trained to the highest standards to ensure you always get the best advice, we are also members of the Institute of Professional Willwriters.
Mr BiffenAll our questions were answered with full and simple explanations. The advisor who visited our home made us feel relaxed, although a serious subject we actually enjoyed our meetings. He was able to find life cover for us when we thought it wouldn’t be available. We were so impressed and will recommend Dunham McCarthy to everyone we know.
Mrs BhirthThis was a very, very good service. Superb communication at all times keeping us informed throughout the process. We were very pleased with the gentleman who came to our house and he gave superb advice for the benefit of our family. I have been recommending this service to everyone I know.
Mr TsangI decided to take advantage of the free Will offer. It was so easy and took hardly any time at all. Most of it was completed after work meaning I didn’t have to take any time off work or go anywhere else. We found it to be so helpful that everything could happen when it was convenient for us. We would definitely recommend.
Mrs FordePrompt, friendly service. We had looked at various will writing companies, when a friend our ours recommended Dunham McCarthy. They delivered exactly what was expected but they worked around our work and went through things in detail. Why we had been putting off writing our Wills for so long I do not know.
Mr & Mrs SpeedWe were very pleased with the whole process. The service was convenient and professional, everything was discussed in simple terms, we have recommended Dunham McCarthy to all our family and friends for will writing.
Ms HarrisThe will writing process was so convenient; the staff were professional, knowledgeable and personable. They put me at ease throughout the whole process. I now feel reassured and would happily recommend their services to others.
Mr NugentThe service was excellent, in fact the whole process was very thought provoking – Dunham McCarthy guided us through everything clearly. Nothing was too much trouble, all of the appointments were worked around us. We were really pleased, so much so we have recommended to 6 other family members.
Mr BaileyWhen our Will was done the advisor walked us through the whole service brilliantly. We liked the fact that the Will was then brought out to our home to check through, it was also great how everything was explained in detail. What was even better is that advice was given but not pressured into doing anything we didn’t want to.
Miss LopezI found the service very friendly and I am delighted to have received a Free Will that would have ordinarily cost me £119.00. Communication was prompt. When they went through the Will they made sure they went through everything thoroughly and clearly. Overall, I can't sing there praises enough I am very happy & pleased.
Mrs CageEverything was great about the service and the advisor was very nice. they came out to see us twice and were on time and explained everything so well in great detail. They also saved us a lot of money on our life policies and made sure it was structured in a way that gave us peace of mind should the worst happen - we would highly recommend them.
Mrs StevensI thought the service was really convenient, I was very impressed. I found the adviser polite, professional and helpful, and I found the process thorough, which gave me time to consider everything properly so I didn’t feel rushed.
Ms HamiltonBirminghamA truly fantastic service. The advisor that came out was lovely, very approachable & put me totally at ease and we can now rest assured everything is sorted - total peace of mind.