1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South West
  6. breadcrumb-arrow
  7. Wiltshire
  8. breadcrumb-arrow
  9. Salisbury
  10. breadcrumb-arrow
  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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
check
FCA authorised
Last authorised 1st August 2022
Meet our advisers
Mr Richard Walker-Gunns
Head of Financial Services and Compliance

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

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

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

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
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
check
FCA authorised
Last authorised 1st August 2022

Similar advisers near you

Hartsfield Financial Services Ltd
Independent Financial Adviser 1.21 mi
We’re a team of independent financial planners based in Corsham, Wiltshire. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
 
See profile
St Barts Finance Ltd
Restricted - whole of market 2.12 mi
We want to provide you with the best service so that you are happy to refer us to friends/family.
 
See profile
Verve Financial Limited
Restricted - whole of market 2.19 mi
Helping you achieve your lifelong goals without worrying about money and overcoming all of the hurdles you face in life.
 
See profile
Annetts & Orchard Ltd
Independent Financial Adviser 2.24 mi
We provide straight forward, plain talking, independent financial advice and have done for over 30 years. Integrity, transparency and clarity.
 
See profile