Midas Fides

Independent Financial Adviser 35 Hazlemere Road, Penn, Beaconsfield, Bucks, HP10 8AD
Response rating
7.0/10
FCA verified
20th May 2019
Chartered Financial Planner. CERTIFIED FINANCIAL PLANNER professional. Over 30 years experience as an IFA. Holder of the Ethics Mark.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions transfer
    • Sipps
    • Lump sum
    • Regular savings
    • Estate planning
    • Taxation planning
    • Wealth management
Meet our advisers
David Gunnersen
Principal
Accreditations
Chartered Financial Planner Certified Financial Planner
What our clients say
“If you need financial advice and are wary of the financial services industry, David Gunnersen could be the Independent Financial Advisor for you! In the seven years he's been my IFA, he has always operated with integrity. A truly independent expert who pays meticulous attention to detail, keeps sight of the big picture and sees financial planning as a joint enterprise with me, his client, firmly in the driving seat. I have visibility of my portfolio through Transact, and am secure in the knowledge that he can't run off with my cash. On the occasions I've had cause to question his advice, he has been open to feedback and quick to act on my behalf.” CMcQ March 2013 __________________________________________________________________ “I write as a satisfied client of Mr David Gunnersen. I first met him when he was working with Noble Lowndes. I had been made redundant as an employee of John Laing and Sons (Building and Civil Engineering Contractors) in February 1991, two years before my normal retirement date, and had elected to be advised by Noble Lowndes concerning my redundancy monies and the other investments I already possessed. (Noble Lowndes were financial advisors to John Laing and Sons). My wife and I were met by David Gunnersen at the offices in London and the options were carefully explained to us. We accepted that advice and have never had cause to regret it. David Gunnersen set up his own business as an Independent Financial Advisor late 2004 and we place our affairs with him from the beginning. Despite wild fluctuations in the markets in the last eighteen years or so our financial state has improved despite setbacks. Not dramatically, but satisfactorily. We are sure you will find David a courteous, methodical and experienced financial advisor, should you wish to place your business with him.” Dennis Conner February 2010 _____________________________________________________________________ “An essence of a respected business is that it solves customers’ problems, makes processes easy and encourages their loyalty. David Gunnersen operates such a business, providing expertise and research which inspires confidence that his recommendations and actions will lead to worthwhile conclusions. It has been a pleasure to know him for many years.” Brian Chapman March 2012 ___________________________________________________________________ “Whilst I am a qualified accountant, my skills do not encompass the mysteries of investment management and pensions planning. David has provided Susan and me for some 20 years with top quality, independent advice and support for our pensions and wider financial planning. He has always been there for advice, including some years ago when we successfully claimed compensation from a former pension fund through the Pensions Ombudsman. David’s management of my SIPPS has been first rate, but we value especially his regular holistic financial planning reviews, which include modelling our risk tolerance and various income and expenditure options. Such reviews have caused us on occasion to make changes to our lifestyles, which have been valuable in securing our prosperity” Michael Aldridge 2012 ____________________________________________________________________ “I have been a client of Mr David Gunnersen since he started his own practice as Midas Fides in 2004. I had met him previously when he was employed by one of the larger organisations, and was impressed by his depth of knowledge and detailed consideration of client information and objectives. Therefore, when he contacted me about his new practice as an Independent Financial Adviser, I was pleased to join him. Although I am a practising professionally qualified accountant, I can acknowledge the limits of my expertise and appreciate the professional qualifications and skills of others. Mr Gunnersen is highly qualified and experienced in all aspects of financial advice and planning. He collates a detailed client profile on which to base his recommendations, maintains regular contact and responds to client enquiries. He is firmly of the opinion that advice should be completely independent, remunerated by agreed fees, rather than commission-based. I would not hesitate to recommend him as a trustworthy, conscientious adviser, who works within the client comfort-zone to achieve satisfactory results, even in difficult conditions.” M A Hale 2011 _____________________________________________________________________ “We have known David for ten years and through that time he has proved to be extremely conscientious and thorough. He answered questions promptly and his advice has been independent and well researched.” Roger and Jane Allen 2012 ______________________________________________________________________ “I first met David when he was working with Noble Lowndes in the 1980’s, as advisor to Join Laing Construction staff on their pension provisions. In 1992 when I was made redundant/early retirement he gave my wife and I advice on investing my lump sum and redundancy payments with the aim of providing regular monthly payments as an addition to my pension at the same time maintaining the value of the investments. When David returned from a period working abroad and set up Midas Fides in 2004 we decided to place our investments with him. He has always been very helpful and given us clear and good advice with acceptable fee levels. Despite the wild fluctuations in the markets we are 20 years on still receiving our monthly payments and our investments have only dropped a little in value. We would not hesitate to recommend David as a trustworthy, conscientious advisor.” Ron & Coralie Field 2012 ¬¬¬¬¬¬¬¬¬¬¬¬¬¬¬¬¬¬¬¬¬¬¬¬¬¬¬¬____________________________________________________________________ “I first met David Gunnersen when I retired from my working career as a Chartered Civil Engineer. He then advised me on the investment of my terminal lump sum payment. At that time he was working for a firm of Financial Advisors who worked with the firm by whom I had been employed. A few years later, he set up in practice on his own as an independent financial advisor and not long afterwards he contacted me to check whether I might wish to make use of his services, which I decided to do. Over the fifteen years or so since then that David Gunnersen has been advising me on my share portfolio, the financial climate has gone through a number of vicissitudes. With his advice, the value of my portfolio in those difficult times has generally performed better than the industry average. For his services we have agreed an annual fee of a small percentage of the portfolio value. We have also, in discussion, agreed a level of risk that I am prepared to accept on my investments. David makes periodic adjustments to my shareholding on his own initiative whilst keeping me informed, but is not authorised to make any withdrawals from the funds. Any such withdrawals would only be made direct to me after my written authorisation to Transact with whom the funds are held, in order to minimise the cost of any charges in my shareholding”. W S Charles-Jones December 2011 ___________________________________________________________________________ “I have known David for approximately twenty years. He is a particularly well qualified financial adviser, completely independent and uses a fee basis that is transparent and fair. As a Chartered Accountant, now retired, it is good to know that one’s investments are in safe hands. He uses tried and tested methods of assessing his clients’ risk tolerance, and over the years my asset value has largely kept pace with (slightly exceeded) the MSCI World Index, during what have been troubled times, which continue. David keeps in touch on a regular basis, always available for a review of the portfolio, and communicates with clarity. I would be pleased to recommend his services.” Chris Jones September 2012 ____________________________________________________________________ “I have known David Gunnersen for some 25 years, when I was employed as a civil engineer by John Laing Construction Ltd. David was working for Noble Lowndes who at that time was financial advisor to the Company. I retired at the end of 1992. Later on, after he had left Noble Lowndes and formed his own company of Midas Fides, I put my financial affairs in his control and have never had cause to regret this decision. I would recommend David’s advice unreservedly.” W J Harrison October 2012
Various satisfied clients, South East
Where to find us

35 Hazlemere Road, Penn, Beaconsfield, Bucks, HP10 8AD

Make an enquiry
About us

Midas Fides is the trading name for David Gunnersen,MSc, Chartered Financial Planner and CERTIFIED FINANCIAL PLANNER CM.
Founded 2004. Always fee-based.

Chartered Financial Planning firm.

Accredited Financial Planning Firm.

Holder of the Ethics Mark.

Fully Independent. Directly authorised.

Specialise in investment portfolio construction and advisory management (minimum £100,000 investment). Average client portfolio around £300,000.

Pensions, retirement planning, lifetime holistic financial planning. Inheritance Tax planning.

No validated complaints ever upheld against the firm.

Our services

Lifetime holistic financial planning, cash-flow forecasting, scenario modelling.

Pensions and retirement planning.

Investment portfolio construction and advisory management.

Risk profiling, asset-allocation, whole-of-market fund selection.

Inheritance Tax and Estate Planning.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Minimum mortgage value
£0

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