Johnny Dunne
About Johnny Dunne
Johnny Dunne is a Financial Planning Manager at Nationwide Building Society, where he has worked since 2009. He specializes in inheritance tax mitigation and wealth management, and holds multiple qualifications in financial advice and planning.
Work at Nationwide Building Society
Johnny Dunne has served as a Financial Planning Manager at Nationwide Building Society since 2009. Over his 15-year tenure, he has developed expertise in various financial services, including wealth management and inheritance tax mitigation. His role involves advising clients on investment portfolios and protection needs, as well as supervising trading advisers. He has also provided guidance on annuities and residential mortgages.
Education and Expertise
Johnny Dunne studied at The London Institute of Banking & Finance, where he focused on Pensions and Equity Release, earning the PETR and CeRER qualifications respectively. He also completed his Financial Advice training, achieving the CeFA in 2009 and the DipFA in 2011. Additionally, he studied Mortgage Advice and Planning, obtaining the CeMAP certification in 2006. His educational background is complemented by various A Levels from Weymouth College.
Background
Johnny Dunne attended Wey Valley School from 1990 to 1996, completing six years of education. He later pursued further studies at Weymouth College, focusing on Sports and Exercise from 1996 to 1998. His foundational education laid the groundwork for his career in financial planning and advisory services.
Professional Development and Certifications
Throughout his career, Johnny Dunne has engaged in continuous professional development. He achieved the Professional Scrum Master I certification from Scrum.org, enhancing his project management skills. His commitment to ongoing education is evident in his various financial qualifications, which support his expertise in financial planning and advisory roles.
Specializations and Advisory Experience
Johnny Dunne specializes in inheritance tax mitigation and wealth management. His advisory experience includes managing client investment portfolios and addressing their protection needs. He has also supervised trading advisers and contributed to the adaptation of governing policies within his organization.