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Meet The Team

Find out about our professional and experienced team - who they are and how they can help you.

  • Our Team
    Glynne Dunn DipFA
    Director / Financial Adviser

    Glynne enjoyed the early part of his career in the army, having attended Sandhurst where he obtained a commission in the Royal Engineers. In 19...

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    Our Team

    Glynne Dunn DipFA

    Director / Financial Adviser

    Glynne enjoyed the early part of his career in the army, having attended Sandhurst where he obtained a commission in the Royal Engineers.

    In 1997 he took the decision to leave the Army, married his wife Kerry and started life as a financial adviser.

    Prior to his current position he ran an IFA firm of 27 advising consultants and the associated back office staff. He closed this practice and scaled it down to what is currently DFP Wealth Management so he could concentrate on providing face to face advice to his own client's.

    Outside of this Glynne's responsibilities include:

    • Husband and father of 3 boys
    • Vice Chairman of the youth side of Plymstock Albion Oaks rugby Club and coach of the under 15's
    • Major in the Territorial Army.

    Glynne says; “My approach to business and in particular to my clients is that I will always try and do what is best for my clients. Be open, honest and a safe pair of hands for their affairs.”

     

  • Our Team
    Peter Lee BA(Hons) DipFA
    Senior Adviser

    Following a ten-year career teaching and lecturing in Economics and History, Peter moved into financial services and has over 30 years’ experience a...

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    Our Team

    Peter Lee BA(Hons) DipFA

    Senior Adviser

    Following a ten-year career teaching and lecturing in Economics and History, Peter moved into financial services and has over 30 years’ experience as an advisor. He previously held senior advisory positions in several leading national companies, including KPMG. Moving on to establish and manage independent advisory practices.

    Peter has worked with both individual and corporate clients of all sizes, providing financial advice and helping them to achieve their financial objectives and secure their future goals.

    Originally a founding Director of DFP Wealth, Peter focuses now on advice to existing clients.

    Peter says “We believe our strength lies in the relationships we have built over the years with our clients, based on mutual trust and respect. In some case we now are advising the third generation of the family, an endorsement of the faith and level of satisfaction our clients have in us. In an ever-changing world we continue to look to improve our services. and client experience.

    Outside of work Peter enjoys many sports and outdoor activities, and spending time with his family.

  • Our Team
    Tristan Lark DipFA
    Financial Adviser

    In the early part of Tristan’s professional career, he served in the Royal Marines Commandos. Passing for duty in 2004 at the Commando Training Cent...

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    Our Team

    Tristan Lark DipFA

    Financial Adviser

    In the early part of Tristan’s professional career, he served in the Royal Marines Commandos. Passing for duty in 2004 at the Commando Training Centre, he later gained battle honours in Sierra Leone, Afghanistan, Libya and The Gulf of Aden. In 2018 Tristan finished his military career as a Physical Training Staff Instructor.

    During 2018, Tristan studied for his financial planning qualifications under the tutorage and mentorship of the senior directors at DFP Solutions - Peter Lee and Glynne Dunn. Under this apprenticeship he gained valuable experience and exposure in Pensions, Investments and Protection. Still under the watchful eye of the senior advisers Tristan continues to develop his knowledge and experience, working closely with DFP Solutions team.

    Tristan lives in the South hams and is happily married to his wife and together, they have two children. In his spare time Tris enjoys rugby, open water swimming, Triathlons and Cornish pilot gig rowing.

    Tris say “my aim, as I embark upon my new career, is to maintain and continue the standards of loyalty, professionalism and dependability that I have upheld throughout my military career”.

  • Our Team
    Gemma Rich
    Paraplanner

    Gemma is a self-employed member of our team, who is contracted to us. For more information on the services she provides, go to:

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    Our Team

    Gemma Rich

    Paraplanner

    Gemma is a self-employed member of our team, who is contracted to us. For more information on the services she provides, go to:

    http://www.money-penny.me.uk/index.html

  • Our Team
    Amber Wilkinson
    Administrator / Paraplanner

    Having qualified in Business Administration in 1998, Amber worked within the Motor Industry for 23 years, predominantly in Claims Management, running ...

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    Our Team

    Amber Wilkinson

    Administrator / Paraplanner

    Having qualified in Business Administration in 1998, Amber worked within the Motor Industry for 23 years, predominantly in Claims Management, running her own business independently for 13 years before joining DFP in 2018. Amber has since achieved a Certificate in Paraplanning and Financial Administration.

    Good customer service is paramount to Amber. She is a quietly determined individual who strives to remain positive and fun loving. Amber is a listener, a doer, an all-rounder!

    An Aquarian, mother of two and a friend to many who enjoys running, yoga, sunshine, good food and fine wine.

  • Our Team
    Jonathan Lee BA (Hons) CeMap
    Financial Adviser

    Following graduation from Reading University in 2013 where he studied Archaeology & History, Jon spent several years working within both the leisu...

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    Our Team

    Jonathan Lee BA (Hons) CeMap

    Financial Adviser

    Following graduation from Reading University in 2013 where he studied Archaeology & History, Jon spent several years working within both the leisure and property management industries. Holding management positions in customer facing roles, and has also worked overseas.

    Jon is currently enrolled within the Quilter Financial Planning Training Academy, and will soon graduate with a Diploma for Financial Advisers (DipFA).

    A keen sportsman, Jon plays and watches many sports. He is also a keen and competent skier and winter sports enthusiast.

    Jon says “I’m looking forward to applying my financial planning skills and assisting clients to meet their financial objectives.

  • Our Team
    Helen Robinson
    Office Manager

    Helen has been with the DFP Group since 2002, gaining FP1 and FAFC Level 3 qualifications along the way for a better understanding of the Financial Se...

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    Our Team

    Helen Robinson

    Office Manager

    Helen has been with the DFP Group since 2002, gaining FP1 and FAFC Level 3 qualifications along the way for a better understanding of the Financial Services industry.

    Having been with the company for many years, it has helped to establish good relationships with longstanding clients.  Works well under pressure; enjoys being part of a good team of administrators.

    Married, enjoys reading and being part of a book club, socialising with friends; also travelling, especially to the Greek Islands.

  • Our Team
    Julie James BA(Hons)
    Administrator

    Before joining DFP Julie ran her own business in the Midlands at Director level and after relocating to Devon worked for a set of barristers as their ...

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    Our Team

    Julie James BA(Hons)

    Administrator

    Before joining DFP Julie ran her own business in the Midlands at Director level and after relocating to Devon worked for a set of barristers as their Business Manager. Her experience encompasses the full spectrum of business administration and client care.

    Julie is married with 2 children and enjoys spending time with family and friends; she especially enjoys outdoor pursuits in this glorious county.

  • Our Team
    Sally Gordon
    Administrator

    Sally brings a wealth of personal and professional experience to her role as Administrator.  An Administrator’s role is to communicate with Client...

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    Our Team

    Sally Gordon

    Administrator

    Sally brings a wealth of personal and professional experience to her role as Administrator.  An Administrator’s role is to communicate with Client’s and facilitate the smooth running of Client requests, implementing the Advisers Client recommendations.  Drawing on 18 happy years in the Pensions industry working in company Final Salaried Schemes, Sally is well placed to anticipate, respond and resolve issues for Clients.  Her insights also include the finer detail of having worked in a Pensions Technical Team for a large Corporation after the mis-selling of Personal Pensions.

    Sally’s relationship management skills are critical to her role.  She enjoys getting to know each Client personally and her approach benefits greatly from the sensitivity, holistic perspective and clinical critical thinking skills gained from twelve years as a qualified Nutritional Therapist supporting the health issues and wellness concerns of individuals.

    Unsurprisingly, when she had fulfilled her work in nutrition, she returned to the industry she knew so well and joined DFP.  When not working, she loves to be active, whether as a keen sailor, attending yoga classes, cycling or walking the fabulous South West Coast Path.

  • Our Team
    Lorne Empson

    DFP Health and Wealth Management introduce clients to Phalanx Performance Nutrition as part of our ongoing commitment to our holistic client p...

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    Our Team

    Lorne Empson

    DFP Health and Wealth Management introduce clients to Phalanx Performance Nutrition as part of our ongoing commitment to our holistic client package. Fees for Phalanx Performance Nutrition services are paid by DFP Health and Wealth management. There is no referral fee from either side of this arrangement and they do not refer clients to us.

    We recommend Phalanx Performance Nutrition due to their outstanding track record of service and professionalism.

    Lorne is the head nutritionist and director at Phalanx Performance Nutrition. Lorne first became passionate about nutrition at 16 years old which led him to study for his degree in nutrition at Bournemouth university in 2007. Lorne then went on to join the Royal Marine Commando's and raced up to an Elite level in triathlon. He has represented the Royal Navy in the pool winning gold medals as well as playing in international water polo fixtures.

    Nutrition has always been a huge passion in his life. He is devoted to providing an evidence based message that allows him to help people achieve a long and healthy life, whilst still enjoying eating the foods they like. Lorne is also a MNU certified Nutritionist, achieving a distinction in the year long evidence based course, and has recently become an NLP practitioner and is currently studying for a diploma in cognitive behavioural therapy.

    For more information about the services we have arranged with Phalanx Performance Nutrition to provide, please see the information page on our website by clicking here.