THE ALFRED DUNN VISION
To create clarity in financial complexity helping clients protect and grow wealth through intelligent structuring, long-term planning and cross-border advisory, so that families and businesses thrive not only today, but for generations to come.
We see a future where informed decisions replace uncertainty, where rising taxation and global complexity do not erode wealth, and where clients have one trusted partner guiding them with foresight and confidence.
YOUR SUCCESS IS OUR SUCCESS!
Because when your wealth is protected, structured and growing, our purpose is fulfilled.
Why Clients choose ALFRED DUNN
We make complex financial decisions simple and we stay with you long term.
Clients work with us because they want:
🔹 One trusted partner for wealth, property and financial strategy
🔹 Practical guidance, not jargon or products pushed at them
🔹 Support managing UK property while living in Jersey
🔹 Advice that improves efficiency in a rising tax environment
🔹 Someone who can think objectively and act in their best interests
We take time to understand your goals, then build a plan that protects, grows and structures wealth intelligently so you can move forward with clarity and confidence.We are not just advisers we are partners in your financial journey.
THE ALFRED DUNN TEAM
Behind Alfred Dunn is a multi-disciplinary team of professionals with expertise across wealth planning, property, business strategy, mortgages, protection, structuring, and investment advisory.
We work collaboratively to give clients more than just advice we provide execution support, practical solutions, and a joined-up approach so you don’t need to deal with multiple advisors or firms.
Every member of our team brings specialist skills, experience and insight, ensuring our clients receive the highest level of service across all areas mentioned in our Services section.
Lauren Miller
Specialist Mortgage Broker
UK mortgages, refinancing, BTL lending and tailored borrowing solutions.
Scott Geisinger
Director Structuring & Asset Protection
High value Corporate and Business Structuring for Asset Protection, Risk and Tax Effieciency
Imran Khalid
Founder & Business Development Director
Business Development, Strategy, Direction and long term vision for Alfred Dunn
Maya Quinn
Executive PA to Founder
Helping streamline client support and internal coordination through advanced digital tools.
Sukh Danda
Director SJP Wealth and Pensions
Regulated Wealth Management and Investment solutions, SJP IFA.
Yasser Safdar
Director Clinical Advisory
Clinical Oversight and specialist input to support Alfred Dunn Healthcare
Robert Steele
Director International Tax and Estates
Advising accountants, solicitors, banks, IFA tax in UK & Overseas in relation to Tax Issues
Rhys Schofield
Specialist Protection Advisor
Life insurance, Critical Illness Cover, Income Protection or private medical insurance.
Problems we help solve
When clients come to us they often say:-
❓“I live Overseas but my properties are in the UK, it's a headache to manage.”
✔ We oversee and support the UK side so you don’t have to.
❓ “Taxes keep going up, I feel like I’m losing more than I’m keeping.”
✔ We help structure efficiently and plan smarter for the long term.
❓ “I’m unsure how to invest next, I don’t want to make a wrong move.”
✔ We guide decisions, assess risk and provide objective clarity.
❓ “I want to buy or sell a business but don’t know where to start.”
✔ We support valuation, due diligence and negotiation strategy.
❓ “I want my wealth to benefit my family not disappear over time.”
✔ We help build succession and legacy plans that protect the future.
If its Wealth, Property, Tax or Strategic decision making. You can talk to us.
OUR SERVICES AT A GLANCE
Mortgages & Protection
UK mortgage guidance, lending options + life & income protection for families & investors.
Business & Practice Advisory
Buying, selling or growing a business strategy, due diligence & private advisory.
UK Property support
For Jersey clients with UK assets management guidance, investment advice & refurb coordination.
Structuring & Succession
Legacy Partnerships, inheritance planning & UK exposure alignment with trust/legal partners.
Wealth & Personal Planning
Future-proofed financial plans, risk reduction & intelligent wealth building.
Funding & Investments
Funding access for property developments & wealth management opportunities.
