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M & N Insurance Service Ltd

Independent Financial Adviser  M & N Insurance Service Ltd, Greater London, NW4 3NL
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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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
9.0/10
phone Show number
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FCA authorised
Last authorised 29th November 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

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

About us

I will regularly travel to see clients in their own home, office, or a mutually convenient venue. I will often travel around London, and further afield in the South & South West 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: M & N Insurance Service Ltd, 248-250 Hendon Way, Greater London, NW4 3NL
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)
  • 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 29th November 2021

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