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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 Health and 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.”

     

    01752 500909 [email protected]
  • Our Team
    Brian James
    Financial Adviser / Chartered Financial Planner / Chartered Wealth Manager

    Brian started his financial career with KPMG before launching his own businesses at Director level. Following the completion of an MBA Brian embarked ...

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    Our Team

    Brian James

    Financial Adviser / Chartered Financial Planner / Chartered Wealth Manager

    Brian started his financial career with KPMG before launching his own businesses at Director level. Following the completion of an MBA Brian embarked on his Wealth Management career and after several years experience, working for Gerrard Stockbrokers and Brewin Dolphin investment managers, moved to the South West to take up the position of Head of Office – Divisional Director at Brewin Dolphin in Plymouth. Brian is a Chartered Financial Planner and Chartered Wealth Manager providing expert financial planning advice to private clients, businesses, business owners and the not for profit sector.  Brian’s focus is to ensure that his clients receive the help and advice they need, when they need it, to enable them to meet their goals and aspirations.

    The current pandemic has emphasised the importance of maintaining ones health. Creating and monitoring a well thought out financial plan will help reduce stress and improve mindfulness. Having good health helps you enjoy your wealth!

    Brian is married with two children and lives in the South Hams. In his spare time he enjoys walking in the wonderful Devon countryside with family and friends, playing golf, growing fruit and vegetables in the garden (a new project) and when time allows spending time out on the water.

    01752 500909 [email protected]
  • 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 Health and Wealth Management 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.

    01752 500909 [email protected]
  • Our Team
    Jonathan Lee BA (Hons) DipFA CeMap
    Financial Adviser

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

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    Our Team

    Jonathan Lee BA (Hons) DipFA 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 abroad and within the UK. Holding senior management positions in customer facing roles and working as a teacher overseas.

    Since achieving his Level 4 Diploma for Financial Advisers and Certificate of Mortgage Advice and Practice in 2019, he has been gaining experience under the tutorage and mentorship of the senior directors at DFP Health and Wealth Management. Under this apprenticeship he has gained valuable experience and exposure in Pensions, Investments and Protection.

    Outside of work Jon is a keen sportsman, he enjoys playing golf and football with his local club. Jon having grown up on the border of Cornwall and Devon and can often be found exploring by foot the beautiful countryside and beaches of these counties.
    Jon says, “I enjoy working with my clients to help them to achieve their goals and feel privileged with the responsibility they have entrusted me with.”

     

    01752 500909 [email protected]
  • Our Team
    Helen Robinson
    Office Manager

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

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    Our Team

    Helen Robinson

    Office Manager

    Helen has been with the DFP 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.

    01752 500909 [email protected]
  • Our Team
    Julie James BA(Hons)
    Administrator

    Before joining DFP Health and Wealth Management Julie ran her own business in the Midlands at Director level and after relocating to Devon worked for ...

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    Our Team

    Julie James BA(Hons)

    Administrator

    Before joining DFP Health and Wealth Management 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.

    01752 500909 [email protected]
  • 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 Health and Wealth Management.  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.

    01752 500909 [email protected]
  • Our Team
    Vicky Warren
    Administrator

    Vicky has worked in the Financial Services Industry providing a supportive service for 20 years.  She believes that being highly motivated and organi...

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    Our Team

    Vicky Warren

    Administrator

    Vicky has worked in the Financial Services Industry providing a supportive service for 20 years.  She believes that being highly motivated and organised is key to the service she delivers.
     
    Vicky responds well under pressure and believes that accuracy and attention to detail, is paramount to the quality of her work.
     
    Vicky is married and a mother of two active boys, her home time is very well occupied.  However, in the time she does have to herself, Vicky enjoys walking her dog along the coastal paths, running, reading and socialising with her friends and family with a glass of good wine.

    01752 500909
  • Our Team
    Michelle Williams
    Financial Controller

    Michelle is a Marine Engineering Graduate from Plymouth University. After spending some time travelling and living on the Isles of Scilly, she trained...

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    Our Team

    Michelle Williams

    Financial Controller

    Michelle is a Marine Engineering Graduate from Plymouth University. After spending some time travelling and living on the Isles of Scilly, she trained to be teacher at Plymouth Marjons. Michelle has been a GCSE & A-Level Mathematics teacher for over 20 years, and continues to do so alongside her new role as our Financial Controller. Michelle joined us in November 2019 looking for opportunities to use the breadth of skills she has as a teacher in a new and challenging environment.

    Outside of working life, Michelle is married and has two children. She is community minded and supports her local village by serving on the Village Hall committee and is Admin and Safeguarding lead for Plymstock Albion Oaks' RFC U16s squad.

    In her spare time you will find Michelle spending time with her family & friends, enjoying the outdoors, running or paddle-boarding.  

  • Our Team
    George Dunn
    Placement Programme

    George is currently studying towards his BSc (Hons) Financial Mathematics at Cardiff University, due to graduate in 2023. Having had internship...

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    Our Team

    George Dunn

    Placement Programme

    George is currently studying towards his BSc (Hons) Financial Mathematics at Cardiff University, due to graduate in 2023.

    Having had internships at firms such as Investec, DFP Health & Wealth Management, as well as modules within his course, George has been working within all aspects of the firm from computational research to sitting in on client consultations alongside training to become a qualified advisor.

    George is a keen rugby player having played for Exeter Chiefs Junior Academy and his home County Devon in his childhood, Currently George plays for Cardiff University 1st XV in the BUCS Super League.

    01752 500909
  • Our Team
    Ben Adelsbury DipFA CeMAP
    Financial Adviser

    Ben’s background started in professional football and health and fitness, before moving to the path of Wealth Management. Ben started his adviser jo...

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    Our Team

    Ben Adelsbury DipFA CeMAP

    Financial Adviser

    Ben’s background started in professional football and health and fitness, before moving to the path of Wealth Management. Ben started his adviser journey in 2021 and recently achieved his Level 4 Diploma for Financial Advisers and Certificate of Mortgage Advice and Practice via the Quilter Financial Adviser School.

    Ben has been able to transfer his skills and expertise from his previous professional roles and develop them further in the financial services industry. Under the mentorship of senior advisors at DFP, Ben has been working with clients on a one-to-one basis and taking a holistic approach to a client’s situation in order to deliver a positive solution to help his clients achieve their goals.

    Ben still plays football at a semi-professional level, and in his spare time he is kept busy with having a young family.

    01752 500909