DOVETON DUNLOP FINANCIAL PLANNING
About three quarters of our programmes are focused on developing the Client engagement skills of Wealth Managers, Private Bankers and Investment Experts.
Our Team have operated in these roles and in some cases they still do.
When we build a team for a Client, we allocate appropriately qualified people to the challenge. We blend technical capability with Client engagement skills that are the best in the world.
Because we all get so many requests for investment planning advice from friends and Clients, we have launched a Wealth Planning business to sit alongside our Learning business.
There are so many reasons why they compliment each other that we thought it was the natural thing to do!
If you would like to know more, please contact us on 02890421299.