SEIFERT

Seifert & Dunk Wealth Management

@seifert_dunk_wealth_management

High Wycombe, Buckinghamshire
Financial Services

Overview

About Seifert & Dunk Wealth Management

What we do: Our team of family oriented chartered financial planners will help you break down complex financial matters to make your finances feel less daunting.

How we can help you:
• Simplify complex financial affairs so you can feel in control of your finances
• Identify achievable financial goals based on your needs and your priorities
• Protect the areas important to you and your family
• Build a plan together for your specific goals and circumstances
• Reduce financial stress knowing your plans will evolve as your circumstances change

How we do it differently: We pride ourselves on our strong personal relationships with our clients. Our virtual door is always open, so you can quickly raise any questions or concerns enabling us to help minimise financial stress for you and your family. Backed by a FTSE100 company with huge resources available to us, you can be sure you are in safe hands.

All initial meetings are without obligation.

Email: [email protected]
Phone: 020 7096 6483
Website: https://www.seifertdunk.co.uk/

Seifert & Dunk Wealth Management is a Partner Practice of St. James's Place Wealth Management (a FTSE 100 company) and is a trading name of Seifert & Dunk Wealth Managers Limited.

Your home may be repossessed if you do not keep up repayments on your mortgage.

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). The `St. James's Place Partnership' and the titles `Partner' and Partner Practice are marketing terms used to describe St. James's Place representatives.

Headquarters

High Wycombe, Buckinghamshire

Website

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Company Size

2-10 employees

Industry

Financial Services

Company Type

Privately Held

Founded

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Specialties

Retirement Planning, Investment Planning, Tax Planning, Long Term Care, Mortgages, Protection, Corporate Financial Planning, Inheritance Tax Planning, Shareholder Protection, Financial Education, Wealth Management, Financial Advice, Chartered Financial Planning, and Cash Flow Modelling

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