1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. London
  6. breadcrumb-arrow
  7. M & N Insurance Service Ltd

M & N Insurance Service Ltd

Independent Financial Adviser  M & N Insurance Service Ltd, Greater London, 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
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
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 26th July 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, London, NW4 3NL
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
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 26th July 2021

Similar advisers near you

The Private Office
Independent Financial Adviser 0.13 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
See profile
Nigel Shaffer - 2Plan Wealth Management
Independent Financial Adviser 0.39 mi
 
 
See profile
Alpha Wealth Management Limited
Independent Financial Adviser 0.63 mi
We provide expert and impartial advice from a Chartered Financial Planner optimizing your investment, protection, retirement and estate planning needs.
 
See profile
Chidi Kalu at Quilter Financial Advisers Ltd
Restricted - whole of market 1.13 mi
For me, financial planning is more than just numbers; it’s the people and dreams behind the figures that matter the most. My clients are happier and live a more enjoyable lifestyle, knowing that they have an advisor they can trust.
 
See profile