Louise Dunbar DipPFS, CMC

Training and Development Manager

Louise has over 20 years’ experience in financial services working with clients and Financial Planners in London, the South East and East Anglia as an Independent Financial Adviser and a Senior Development Manager for a FSTE 100 Wealth Management company.

She holds the Chartered Insurance Institute’s Diploma in Financial Planning and was previously Chairman for the Sussex region of the Life Insurance Association and Liaison Officer for the Personal Finance Society. She has also trained as a Certified Money Coach(CMC)® adding a further dimension to her skills for those wishing to understand the psychological aspects of their relationship to money.

Louise leads and coaches Financial Planners through improving skills and enhancing performance, professionalism and technical knowledge to maximise client service and experience. She believes that if you keep learning you stay young. Outside of work she loves the countryside, travelling and exploring new places.