Welcome to Seifert & Dunk Wealth Management

Are you making the most of your finances? Do you worry about retirement? Can you afford to retire? What would happen to your family if you became ill or died? Will your estate end up in the right hands at the right time? 

If any of these questions resonate with you, then maybe it is time for a conversation with one of our specialists. Our objective is to keep financial planning engaging and simple. We believe there are three steps to any financial plan: 

Protect it, grow it and pass it on

We appreciate that everyone’s circumstances are different, and we all on our own unique financial journey. Our team are here to assist and guide you on the path you choose to follow.


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Chartered Financial Planners

Chartered Status is the profession's gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelor's degree. 

It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cii.co.uk/code.

Testimonials

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Seifert & Dunk have provided a high level of service and both Jonathan and Mathew have been ever present throughout the process. They have been a guiding hand through what has been a very stressful experience through delays in the mortgage process due to the death of the vendor. Would highl...
GB, Reading

SJP Approved 20/10/2023

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Seifert & Dunk Wealth Management is a trading name of Seifert & Dunk Wealth Managers Limited. Seifert & Dunk Wealth Managers Limited is a Limited Liability Partnership registered in England and Wales, Number 10911722. Registered Office: Charles House, 5-11 Regent Street, London, SW1Y 4LR.