Carly Dunningham
Chartered Financial Planner & Director
Merseyside
About me
Originally from Derbyshire, I came to Liverpool in 1998 where I graduated from Liverpool John Moores University alongside my now husband and we have never left the city. I got straight into Financial Planning after leaving university and I love working closely with clients to really understand their life goals and what’s important to them. When I’m not creating financial plans for clients, I’ll be spending time with my 6-year old daughter, walking the dog or doing yoga!
My details
I like helping people on:
Being a Mum
Tax
Pensions
My qualifications:
Chartered Financial Planner
My charging model:
Ongoing % fee