Sarah Dunn Financial Advice

Sarah Dunn Financial Advice City Wealth Management are financial advisers based in Bristol that cover the whole of the UK. As an Associate Partner Practice of St.

Our focus is simple, we want to provide you with our expertise and knowledge to support you in making educated financial decisions to create a healthy financial future for you and your family. As an Investment Advice Specialist, we provide tailored Financial Advice to clients across the UK, ranging from Mortgages & Protection to Pensions & Investment planning. James's Place, clients benefit from t

heir distinctive Investment Management Approach, including some Investment Strategies that are unique within the UK. Your home may be repossessed if you do not keep up repayments on your mortgage. The value of your investment can go down as well as up. You could get back less than you invested.

Is your money working as hard as you do? đź’Ľđź’Ş Good financial habits, like making the most of your annual tax reliefs and a...
09/02/2026

Is your money working as hard as you do? đź’Ľđź’Ş Good financial habits, like making the most of your annual tax reliefs and allowances help ensure your effort brings greater reward.

As we approach tax year-end, now is the perfect time to check in on your financial fitness.

Join us on Thursday 12 February 2026, 12:30–13:30, for our live webinar: ✨ Ready for Tax Year-End?

Hosted by Iain McLeod, with expert insights from: 🔹 Niki Patel – Tax and Trust Specialist 🔹 Claire Trott – Retirement & Holistic Planning Specialist

You’ll learn: ✔️ How to complete your year-end tax checklist with confidence ✔️ Tax-saving opportunities tailored to you ✔️ How to maximise reliefs and allowances ✔️ Key inheritance tax considerations ✔️ Practical steps to strengthen your financial wellbeing

Start building strong financial habits today, your future self will thank you.

👉 Save your spot now: https://sjp-co-uk.zoom.us/webinar/register/4917611376598/WN_2iWAG4LFSBSoxtfXwCZTnA #/registration

Taxation rules can change at any time and are dependent on individual circumstances.

Trusts are not regulated by the Financial Conduct Authority.

St. James’s Place Representatives represent only St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.

SJP Approved 19/12/2025

We are pleased to announce that for another year, I have made it onto VouchedFor’s Top Rated Adviser list. A big thank y...
30/01/2026

We are pleased to announce that for another year, I have made it onto VouchedFor’s Top Rated Adviser list.

A big thank you to all of our clients who have left a review to help me achieve this status ✨

Opening a pension for your children can set them – and their own future family – up for financial wellbeing. For those o...
09/07/2025

Opening a pension for your children can set them – and their own future family – up for financial wellbeing.

For those of you with children, it’s worth considering if saving into a pension is both viable and suitable - looking not just to the horizon, but beyond it ✨

Welcome, everyone 👋🏽 I wanted to pop on to say a huge hello to all of my new followers, it’s great to have you here and ...
30/04/2025

Welcome, everyone 👋🏽

I wanted to pop on to say a huge hello to all of my new followers, it’s great to have you here and a big thank you for following my page.

For those who don’t know me yet, I thought it would be nice to introduce myself & tell you a little more about me…

So… I’m Sarah, proud Mum of 1 and Auntie to three beautiful little-ones.

Aside from my passion for all-things-maths, I enjoy exploring the great outdoors and get out into nature as much as I can. I think I’m made to live by the sea, and would spend all my time by the water if I could!

I love music and enjoy going to live events (let’s not go into my taste in music!), and I’m partial to an afternoon tea too!

Work wise, I love my job and am passionate in supporting my clients fulfil their financial goals, both personal and in business.

I’m proud that a lot of feedback I’ve received is from clients who say that I’ve made the world of finance accessible and easy to understand; something I feel is vital in my role.

As your adviser, my role is to take the pressure off and support you in working towards and achieving your financial goals, whilst keeping you on track as time goes on.

I would love to support you with your financial planning too!

If you’d like to talk more about the services we offer at City Wealth Management and how I may be able to support you, please don’t hesitate to reach out by dropping me a message/ email/ giving me a call.

I really look forward to working with some of you in the not so distant future ✨

I am really pleased to have been voted one of VouchedFor’s top rated advisers - soon to be published in The Times and Th...
01/02/2024

I am really pleased to have been voted one of VouchedFor’s top rated advisers - soon to be published in The Times and The Mail on Sunday.

Thank you to all of my clients who took the time to leave me a review; 100% 5* rating!

Address

Bristol

Telephone

+447584165962

Website

Alerts

Be the first to know and let us send you an email when Sarah Dunn Financial Advice posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Sarah Dunn Financial Advice:

Shortcuts

Featured

Share

Category