Teresa Dunning

In this engaging talk, Teresa Dunning, Financial Planning Director at Hoxton Wealth, shares her unique journey from retail banking to specializing in succession planning for farming families and advising on court of protection cases. She highlights the emotional complexities of working with vulnerable clients, the importance of building professional networks, and her commitment to mentoring future financial planners. Teresa exemplifies how purpose-driven financial planning can create a meaningful impact in people’s lives.