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01564 711 664

Merlin Financial Services Worcester

Meet the Team

Simon Dunkley - Merlin Financial services Meet the Team


Simon Dunkley

Simon Dunkley BA (Hons) Exon FPFS
Chartered Financial Planner

Call: 01564 711 000

Mobile: 07970 751 781

Email: simon.dunkley@merlinfs.co.uk

After completing his degree at Exeter University, Simon followed a teaching career at a boarding school, prior to joining the Financial Services profession. Having achieved success at Abbey Life, Allied Dunbar and St James's Place Wealth Management, Simon was delighted to be invited to become a Senior Consultant with the independent advisory group, Merlin Financial Services Ltd, based at their Solihull office.

Simon has served as an Officer in various Territorial Infantry Regiments. During his 10 year service he conducted training in the UK, Cyprus and Germany and ended his career as a Captain in 1998. Simon lives in Stratford-upon-Avon with his wife Lisa, their three sons Luke, George and Mark and their daughter Leah. Simon is committed to raising charitable funds for many good causes and has competed in various marathons, half marathons and triathlons, in order to raise vital funding. In December 2012 Simon studied and passed further exams in order to become a Fellow of the Personal Finance Society. In 2009, he achieved Financial Chartered Planner status with the Chartered Insurance Institute.



Elaine Willis

Elaine Willis
Private Client Audit Manager

 

Call: 01564 711 707

Elaine joined the Simon Dunkley Practice in June 2008 and is responsible for auditing clients' existing financial arrangements. Elaine has over 30 years administrative experience including being a Personal Assistant for a firm of Solicitors. She has spent the past 15 years within the Financial Services profession. Her role within the practice is to collate information from our clients' existing providers and prepare a report for Simon to review, to ascertain where improvements could be made in the best interest of our clients and their chosen objectives. For clients choosing to become a member of our bespoke Financial Planning Programme, Elaine will collate and input information in to a Financial Planning software programme which will then enable Simon to present a detailed Lifestyle Planning Report, which is presented to clients on an annual updated basis. As well as Elaine's many professional qualifications, her value to the practice lies in her Planning, Objectivity and Consistency. She has natural attention to detail and accuracy and is persistent to seeing any task through to a satisfactory conclusion.



Michelle Price

Michelle Price
Personal Assistant

 

Call: 01564 711 778

After working as a Credit Control Administrator at Willows Veterinary Centre & Referral Services for nearly five years, Michelle was delighted to be given the opportunity of becoming a Personal Assistant again when Simon invited her to join Merlin Financial Services in July 2015. Michelle's role within the Practice comprises of a varied array of duties including providing hospitality, booking appointments, obtaining valuations for clients' investments and having the responsibility of updating clients' Wills, Lasting Power of Attorney Documents and Trusts. Michelle achieved the Higher Diploma in Administrative Procedures in 2001.