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  11. M & N Insurance & Financial Services Limited

M & N Insurance & Financial Services Limited

Independent Financial Adviser  Coberley Drive, Salisbury, SP2 9FD
First meeting at adviser's own cost
I am passionate about having meaningful and relevant discussions to better understand a client’s needs or objectives so that we can establish a financial plan together.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
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Response rating
9.1/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Richard Walker-Gunns
Head of Financial Services and Compliance

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

What our clients say
Overall Rating: 5 Quality of Advice: 5.0 Quality of Service: 5.0 Value for Money: 5.0 What were the circumstances that caused you to look for a financial adviser? I wanted to set up a pension and knew nothing about it. I was keen to get into the market during the downturn. How did Richard Walker-Gunns help you? He looked at my finances and recommended SIPP. He assessed my risk profile and firmly set boundaries for my expectations and goals. Have you seen the outcome you were hoping for? So far so good What could they have done better? At the moment I have no complaints
Marcel, London
About us

Salisbury is my home town and I will regularly travel to see clients in their own home, office, or a mutually convenient venue.
I will often travel around Wiltshire, Somerset, Dorset, and Hampshire to provide an engaging and proactive service to clients.
I offer video conferencing in order to provide our full advisory services or keep in touch with clients between regular reviews. I have found that being able to keep up to date with any changes in a clients' circumstances or needs at short notice, and provide more immediate advice is a highly valued service.

Our services

My particular areas of interest are investments including ESG (environmental, social, and governance portfolios), pensions both pre and post retirement, and inheritance tax planning. I work with corporate clients, trustees, and private clients providing holistic financial planning and advice, which may also involve recommending suitable insurance to meet protection needs.

I will regularly work with other professional advisers such as an accountant or solicitor. Being well organised, I find that acting as the key individual between various professionals and client in more complex affairs ensures nothing is missed, and provides peace of mind.

Where to find us
Head office address: Coberley Drive, Salisbury, SP2 9FD
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.1/10
phone Show number
check
FCA authorised
Last authorised 13th September 2021

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