Accumulate Wealth

David is a consummate professional who finds out about you first and then tailors your needs around your circumstances. I would have no hesitation in recommending David and Accumulate Wealth to anyone.

B Lewellyn, Suffolk

Highly recommended. The advice from David Dunn is always prompt, professional and coupled with a hands on personal approach that makes you feel as if you are his only client, a rare gift.

M Mitchell, Essex

I have found AWM and David Dunn in particular to be highly professional and very responsive in all elements of financial advice.I would have no hesitation whatsoever in recommending David Dunn.

R Clegg, Bucks

Highlydissatisfied with the advice and service I had been receiving from various financial advisers I reluctantly agreed to meet David Dunn then a Private Client Manager at Standard Life. This subsequently proved to be one of the best financial decisions I have made.

I now receive excellent all round tailored advice & guidance – delivered quickly & always with a personal touch.

Importantly, the recent overall performance of my Pension Fund – despite challenging World markets has been outstanding – exactly in line with the bespoke highly professional personal service provided by Accumulate Wealth Management Ltd.

J Lyall, Norfolk

My wife and I need to rely on someone who is competent and whom we can fully trust, beyond any question, to look after our financial matters. This we have found, without question, with David Dunn. David often refers to what he would suggest to his own mum and dad which provides a vivid illustration of his integrity. We have been delighted with services David has provided for us.

R Clarke, Suffolk

“After past, and poor experiences with other financial advisors, I am pleased to confirm that overall I am delighted and impressed with the quality of service, advice and client consideration that I have received from David Dunn and Accumulate Wealth overall. At every step of our multi year relationship, I genuinely feel that the advice I have been given, has always been in my very best interests and completely aligned to our financial objectives. This is in complete contrast , to previous “advice” from other individuals and firms, where commission and ease of transaction were the drivers of choice, not what was right for me. If you are considering using these guys, I would be more than happy to talk you through my very positive experience.”

M Newman

David has been involved with my financial matters for over 20 years, and has always demonstrated impeccable integrity, impartiality, trust and honesty. He is able to explain complex topics in a simple to understand and reassuring manner and as such I have recommended his services to both family and friends in the past.

A Williamson, Cambridgeshire

David has always provided excellent support and advice. I find that he can help with any financial matter and is a great source of advice. He listens carefully to what we need and responds with suitable ideas and suggestions. I also find that David is sensitive to changes in circumstances and has helped us as we have gone through some major upheaval in our personal arrangements. I would always recommend him to a fried that needs advice or help.

James C, Cambridgeshire

I have been a client of David Dunn for about 10 years. Why? Because I trust him to work in my best interests. He is professional and diligent and above all honest. He knows the pensions business inside out and understands my investment objectives and attitude to risk. He never hard sells and always takes the trouble to explain the detail. He is also a very nice guy!

I Haig, Uxbridge

In the time that we have used the services of David Dunn we have been pleased with his advice and the way he has conducted himself as a professional. We have and will continue to recommend him to friends.

Ken E, Norfolk

Working with David has been an absolute delight because of his real interest in the details of our personal situation, his responsiveness as things have changed, and his ability to spot issues and make suggestions that have increased the robustness and resilience of our planning for the future. David has taken the time to understand our views of risk and return and our appetite for risk and has been so much more than just a sounding board with pragmatic advice across some quite ‘interesting’ times. His dedication to a long-term relationship is so refreshing and coupled with his professionalism has enabled us to plan and invest with more confidence and conviction than in working with any other advisor I’ve ever met.

Charles, Suffolk

Over the last couple of years David has provided some much need advice in a manner that has always been measured, thorough and, most importantly, understandable.

Mr S from Sussex