Call us today on 01562 820300
About CMP Wealth Management
CMP Wealth Management is owned and managed by Lee Dunn Dip PFS. After serving as Director for over 16 years, Lee took over the firm in August 2024.
With a history dating back to the late 1980’s, CMP Wealth Management has always been committed to providing truly personalised service with long-term client relationships built on trust and integrity.
As we move forward under Lee’s leadership, our dedication to helping you achieve financial security and peace of mind remains at the heart of everything we do—both for today and for the future.
We’ve also relocated the business from Kidderminster town centre to the beautiful Rock, just outside of Bewdley. Our offices are now based in a converted barn, and is a welcoming place to meet our clients and serve your needs. Alternatively, we are more than happy to visit you at home, at any other convenient location, or we can arrange to chat on a video call.
Today we help individuals and business owners in our home area of Worcestershire as well as the wider West Midlands, Shropshire, Gloucestershire and the South East.
Our Vision
At CMP Wealth Management, our aim is to help you enjoy the best possible life with a secure financial future.
To help you achieve this, our role is to get to know you and your individual circumstances as it’s often your non-financial goals which drive your financial ones.
Questions we are asked regularly are “can I afford to retire?” and “how can I help my children financially?”. Our role is to answer these questions and to give you ways to work towards these goals and dreams.
Our Values
Empathy
We take the time to get to know you and understand what truly matters to you. With a balanced approach, we’re here to help you make wise decisions—staying on course toward your goals without letting emotions take the lead.
Intellect
We’re committed to thoughtful analysis and sharing our expertise in a clear, approachable way. We break down your options, helping you make informed choices that align with your goals, while ensuring you fully understand any associated risks.
Adaptability
Life changes, and so do your financial needs. We’re here to help you navigate life’s transitions with confidence, providing regular assessments and action plans to keep you financially prepared every step of the way.
Approachability
We believe in being easy to talk to—open, honest, and down-to-earth. We want you to feel comfortable and confident as we work together to build your financial future.
Meet The Team
Lee Dunn Dip PFS
Having worked in the financial advice sector for over 25 years, Lee has a wealth of experience to help meet your individual needs. His down-to-earth approach helps to make clients feel at ease talking about their personal and financial matters and he’s committed to putting in place a structured financial plan that is unique to each and everyone of his clients.
Outside CMP Wealth Management, Lee enjoys playing and watching a number of sports, including local running events and Triathlons. He also enjoys spending time with his family. Weekends are often spent watching his teenage son practising his skills on his much loved Jump Bike, or spent on the side of a netball court supporting Vickie’s daughters.
Vickie Seymour-Perry
Vickie joined CMP Wealth Management in 2024. She started her career at KPMG in IT Audit and brings over 25 years' experience in Account Management and Business Development with clients ranging in size from multinational brands, large companies right through to business start ups.
Outside of work, Vickie enjoys yoga, visiting the gym and taking her Labrador, on walks to the nearby Wyre Forest. She also enjoys watching her daughters play netball and is a frequent visitor at Burlish Bike park to watch Lee’s son.
Our History
CMP Wealth Management has a history dating back to the late 1980’s.
As with any business with a long history, the heritage, values and culture we have nurtured over the years are infused into everything we do. We really care for our clients, and we take the time to listen and get to know people on an individual level as in most cases it's your non-financial goals which drive your financial ones.
Under the new ownership of Lee Dunn, our focus continues to be on offering individuals and business owners with a down to earth and modern approach to financial planning. We’re dedicated to making financial advice as simple and straightforward as possible so it's easy to understand and you understand any risks involved.
Let us help
We offer a free, introductory 1 hour consultation to identify how we can best help you to achieve your financial goals.
Contact us today on 01562 820300