It's all about Teamwork
Accumulate Wealth Management Group Ltd was founded by David Dunn and Nigel Boughton in 2011.
As an Independent Chartered Financial Planning Firm we offer both knowledge and experience in the financial advice sector.
We believe Accumulate Wealth Management Group Ltd offers a unique proposition for those seeking a long term relationship with a firm of financial planners, where solutions are not restricted to any one firm or product is valued.
Meet The Team…
Nigel specialises in the Corporate market, providing independent employee benefit solutions to small and medium sized Companies.
Previously spent 18 years with Standard Life, working on their direct Corporate advice arm, advising over 75 firms on their Company Pension and Group Risk arrangements.
Diploma qualified (MSFA), Degree educated (BA Hons), outside of work Nigel enjoys motorbiking, skiing and football.
Chartered Financial Planner
Geoff has been in the Financial Services industry since 1987 including spending 20 years with Standard Life before joining Accumulate Wealth Management Group Ltd in July 2012.
He was one of Standard Life’s top performing Private Client Managers for many years, providing a highly personalised lifestyle planning service to high net worth individuals and corporate clients. His expertise covers all areas of financial planning but he has specialised in pre and post retirement planning, Inheritance Tax mitigation and investing for growth and income.He believes that successful financial planning means helping clients understand their wealth and what it means for them during their lifetimes and for their families afterwards.
Geoff has been a Chartered Financial Planner since January 2008 and relishes being able to offer his clients completely independent solutions to achieve their lifestyle goals.
He is married with two children and when he isn’t playing, watching or coaching football he will be enjoying his other main interests of travel, music and reading as much as possible.
Chartered Financial Planner
David has worked in the finance industry since 1987 and has been advising clients since 1997, including 10 years as a Private Client Manager at Standard Life Client Management. He joined Accumulate Wealth Management Group Ltd in May 2021.
David provides advice in all areas of financial planning, including investment planning, retirement planning and family wealth preservation. His focus is on building and maintaining long term relationships with his clients, providing trusted advice as their needs evolve over time.
As a Chartered Financial Planner he has satisfied rigorous criteria relating to professional qualifications and ethical good practice. He also holds a Law Degree.
Outside of work David enjoys family time with his four children.
Chartered Financial Planner
David began his career in financial services as a paraplanner in 2008 , supporting advisers with the technical and analytical aspects of advising a range of both private and corporate clients before deciding to make the move from paraplanner to adviser in 2013.
After making the switch to an adviser role in 2013 he achieved Chartered Financial Planner status in 2019. Having spent the last 9 years developing his knowledge and ability of helping clients achieve the most from the finances, David continues to work with a range of (typically high net worth) clients from various backgrounds helping them plan for the various stages of their lives including everything from financial protection to pension and retirement planning through to estate planning and anything in between.
As a Chartered Financial Planner his ambition is to continue to provide a lifestyle financial planning service to a growing number of clients, seeking to understand not only their financial circumstances alone but also their goals and ambitions as part of developing a meaningful financial plan to help get them and their families from where they are to where they want to be, both now and in the future. For those looking to review a specific area of their finances for example pension contribution calculations or lifetime allowance advice rather than to develop a full financial plan, a ‘focused’ service is available from him.
As an integral part of the service he provides, David is qualified to advise on a range of areas including pensions, investments, protection, trust and estate planning, inheritance tax planning, long term care, and lifetime mortgages (equity release). He plans to continue his studies, working towards achieving Fellow status.
David joined Accumulate Wealth Management Group in 2021 and is looking forward to working with new and existing clients over the long term. If you have any questions or would simply like to arrange an initial chat to see how he might be able to help, please feel free to contact him on firstname.lastname@example.org
Michelle previously worked at Barclays Bank, BZW, and GNI Financial Futures for 14 years. More recently she was a Pre-school Practitioner before returning to the Financial Services industry and joining Accumulate Wealth Management Group Ltd in March 2020.
Michelle undertakes various administrative tasks within AWM to help ensure the smooth running of client accounts.
Michelle lives in West Wickham, Kent with her husband and 2 sons. She enjoys walking, being outdoors and socialising!
Charmaine started her career working at Cheltenham & Gloucester in a customer services role before taking time out to have her two boys. She joined Accumulate Wealth Management Group Ltd in February 2014 initially undertaking administrative tasks before working her way up to a more senior role as executive assistant.
Charmaine is a friendly and approachable member of the team who enjoys learning new skills.
Charmaine lives in the Maidstone area with her partner and two sons. She enjoys socialising with friends, family days out, walking and watching her boys play football.