Roger Burn

DipPFS

I joined St. James's Place as a Financial Adviser in December 2021 and I am founder of Dunes Financial Management. As a Diploma-qualified adviser, I build long-term relationships through clear, personalised financial guidance that helps clients feel confident and secure about their future. I support clients at every stage of life, creating lasting value and building trusted relationships, while also connecting people where mutual benefit and opportunity exist.

About

I am a caring and dedicated Financial Adviser who places my clients’ needs, goals, and peace of mind at the centre of everything I do. My role is not simply to give financial advice but to build long term trusted relationships and support clients in making confident and informed decisions throughout every stage of their lives.

My career in financial services began in 1992 at Northern Rock, where I developed a strong foundation in client service, communication, and relationship management. Over the years I have built my career around people, understanding their ambitions, supporting their challenges, and helping them plan for a secure financial future.

Today, through Dunes Financial Management and as part of the St. James's Place Partnership, I work with a wide range of clients across the UK including business owners, IT professionals, individuals, and families. I pride myself on being approachable, empathetic, and attentive so every client feels listened to, valued, and fully supported. My aim is to build long term relationships based on trust, transparency, and genuine care.

Outside of work, community involvement is very important to me. I am happily married with two daughters and enjoy playing an active role in local life, including managing my daughter’s football team. I am also a keen runner and regularly take part in the local parkrun.

I serve as a Non-Executive Director for MyFolks, a community befriending service that supports people who may feel isolated or vulnerable. I also support and fundraise for Alzheimer’s charities, a cause that is close to my heart, and I am committed to raising awareness and contributing positively to the community.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Dunes Financial Management Ltd is registered in England and Wales, Number 16368219. Registered Office: Office 3 Sterling House, 20 Park View, Whitley Bay, NE26 2TH.