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Dion Peter Hura

Financial Planning Consultant ACSI in Windsor

A little bit about Dion Peter

I am an accomplished professional with a great deal of dedication. I started my career on the trading floors of J.P. Morgan and Lehman Brothers, where I learned a great deal about international markets. In addition to being a member of the Chartered Insurance Institute and the Chartered Institute for Securities & Investment, I have a diploma in Regulated Financial Planning. My enthusiasm for assisting clients in reaching their financial objectives and creating enduring, sustainable wealth is fuelled by my experience in intricate financial settings.

Find out more about me below.

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There are lots of ways I can help you prepare and plan your finances over the long term, such as cashflow modelling or a range of other useful tools.
Contact me today

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What is cashflow modelling?

It’s the unknown that makes planning for the future difficult. Your life is full of lots of choices that can impact your financial situation. So how can you look all the way ahead to your later life with any kind of certainty?

This is where cashflow modelling comes in. Essentially, it’s a tool used by advisers like me to get an idea of how your financial future could look. I put in lots of data about you and your financial circumstances, and that lets me predict what could happen, and compare different scenarios against each other.

It means we can do things like: see whether you can afford to gift your grandchildren money towards their education, gauge whether your finances will last you into retirement, or understand whether you need to make some changes to achieve your goals.

Let me know if you think cashflow modelling could help you.

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

General Insurance

Home contents insurance, buildings insurance.

Business Services & Protection

Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.

Diploma in Investment Advice

  • The Diploma in Investment Advice provides a sound grounding in UK financial services and consumer relationships, including exchange traded futures and options and financial protection.

Dion's location

Windsor
SL43
United Kingdom

Dion is located in Windsor and offers expert financial advice to suit your needs.

I am a highly dedicated and experienced financial professional with a deep-rooted passion for helping individuals and families achieve their financial goals. With over two decades in the professional services industry, my journey began on the fast-paced trading floors of Lehman Brothers and J.P. Morgan, where I gained invaluable exposure to global markets and developed a robust understanding of financial dynamics. Professional Credentials My academic foundation in finance was driven by a genuine desire to help others manage their wealth effectively. I hold a Diploma in Regulated Financial Planning, equipping me with an in-depth understanding of UK financial regulations, compliance, and strategic planning.

As a committed member of both the Chartered Insurance Institute (CII) and the Chartered Institute for Securities & Investment (CISI), I uphold the highest standards of ethics and professionalism. These memberships reflect my dedication to continuous learning and best practice in the evolving financial landscape. My Approach Central to my approach is a strong client-focused philosophy. I prioritise getting to know each client’s unique values, goals, and concerns, which allows me to create financial strategies that are both tailored and purposeful.

To me, financial planning goes beyond figures and forecasts - it's about empowering individuals to take confident, informed steps toward a secure financial future with clarity and peace of mind. I prioritise building lasting, meaningful relationships founded on trust and open communication. From crafting tailored investment portfolios to strategizing for retirement and risk management, I collaborate closely with each client to develop practical, forward-thinking financial solutions that align with their goals.

Professional Development & Industry Engagement The financial landscape is dynamic and constantly evolving. To stay ahead, I actively participate in industry seminars, workshops, and training events. With a strong interest in sustainable finance, investment management, and UK tax legislation, I recognise their increasing significance to my clients. By keeping up with emerging trends and regulatory developments, I ensure that my guidance remains insightful, forward-thinking, and tailored to their needs. Personal Values & Interests Integrity and professionalism are at the heart of everything I do. I believe that honest, transparent financial advice fosters stronger relationships and drives better results. Equally, I am passionate about education—providing clients with the knowledge and confidence to actively engage in the financial decisions that shape their future.

Beyond my professional commitments, I prioritise a well-rounded work-life balance. I have a passion for continuous learning, always exploring new insights in personal development and finance. In my free time, I enjoy playing golf, staying active at the gym, and cherishing quality moments with my family.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 01 October 2024.