Introducing Mark Dunford
Partner in Managing Your Wealth
I believe that building trusted, long-term relationships with clients, both individuals and businesses, is the most important factor in creating a successful and beneficial financial strategy.

I work with integrity and dedication to help all my clients manage their finances as effectively as possible for the long term. As a result, several clients have been with me for 20 years, and they – and now their children – have experienced the benefits of my advice and in-depth understanding of financial planning.

Similarly, my Practice Manager, Sue Jackson has been with me for more than 12 years, and therefore knows and understands my clients and their needs.

My specialist areas are pensions, investments and inheritance tax planning; however, for the majority of clients I manage all aspects of their financial planning.





Mark Dunford
Senior Partner
The St. James's Place Partnership