Chris Dunn's Location
Inverness, GB
Chris Dunn's Work
- Certified Wealth Planner @ Succession Wealth
- Financial Planner @ Mackenzie Investment Strategies Ltd
- Financial Planning Manager @ Royal Bank of Scotland
- Financial Advisor @ Royal Bank of Scotland
Chris Dunn's Education
- The Chartered Institute for Securities & Investment (The CISI)
Level 6 Financial Planning
- Chartered Insurance Institute
DipPFS (Financial Planning)
2012 - 2013 - Chartered Insurance Institute
AF7 Pension Transfers (Pension Transfer)
- Chartered Insurance Institute
AF8 Retirement Planning
- Chartered Insurance Institute
Cert. Discretionary Investment Management
2012 - 2012 - Napier University
Bachelor of Arts (B.A.) (Hons) (Marketing Management and Entrepreneurship)
1999 - 2003 - Millburn Academy1993 - 1999
Chris Dunn's Skills
- Pensions
- Retirement Planning
- Finance
- Financial Planning
- Strategic Financial Planning
- Investment Advisory
- Investment Strategies
- Inheritance Tax Planning
- Insurance
- Financial/Tax Planning
Chris Dunn's Summary
Chris Dunn, based in Inverness, GB, is currently a Certified Wealth Planner at Succession Wealth, bringing experience from previous roles at Mackenzie Investment Strategies Ltd and Royal Bank of Scotland. Chris Dunn holds a Level 6 Financial Planning @ The Chartered Institute for Securities & Investment (The CISI). With a robust skill set that includes Pensions, Retirement Planning, Finance, Financial Planning, Strategic Financial Planning and more, Chris Dunn contributes valuable insights to the industry. Chris Dunn has 1 email on RocketReach.
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