Running the financial services team at M & N Insurance and Financial Services is an absolute pleasure as we are all focused on delivering the very best of service to our clients. 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. My particular areas of interest are investments including ethical and socially responsible portfolios, pensions both pre and post retirement and inheritance tax planning. I will regularly work with other professional advisers, corporate clients, trustees, and private clients providing holistic financial planning and advice. 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. I have worked within financial services for the last 25 years and held positions in a household name insurance company, national financial advisers, national compliance support service, and run my own independent financial adviser practice in the South West. When not dealing with clients, I can be found spending time with my young family, playing golf, archery, cooking, kayaking, or studying. I was granted the Freedom of the City of London in 2013 and contribute to as many charitable events as time allows.
Stuart has been advising clients for the last 14 years and has over 20 years’ experience in Financial Services, and is a Chartered Financial Planner.
As an independent financial adviser and economics graduate, Stuart is focused on delivering expert advice to a wide range of clients, alongside holistic financial planning designed to help clients reach their goals in a realistic and well thought out manner.
Stuart believes many people would benefit from seeking professional, face to face financial advice, in order to protect what they have today and plan for their future.
When not working, Stuart enjoys spending time with the family, walking his dog Bertie and watching Reading FC try to play football.
Neil has been advising clients on all financial planning matters for the last 7 years. He is a member of the London Institute of Banking & Finance (LIBF) and is working towards Chartered Status. Neil is also a Member of the Institute of Professional Will-writers through which he offers Will-writing, Powers of Attorney and Probate Administration services to clients as well as Asset Protection Trusts and Inheritance Tax advice. Neil has nearly 20 years of experience in the financial markets stemming from a degree in Banking & Finance from Loughborough University. He has also previously worked in the City trading equities and derivatives for hedge funds. Neil currently advises on the Board of Trustees for 2 charities. He is married with 2 children and enjoys playing golf and racquet sports in his spare time and is learning to play the guitar.
In tandem with our financial advisers we have a well trained support team that will always provide a secondary point of contact for our clients. The administration team undertakes the vital function maintaining accuracy of our data, production of our regular client reports for reviews, processing of business and withdrawals, and of course ensures we stay on track and provide the services we promise by liaising with all the third parties involved in the advice process.
The paraplanning team of internal and external staff undertakes the vital role of ensuring that the both the simple and complex advice we provide is reported to our clients in a concise, easily accessible, and meaningful way. The advisers work in conjunction with the well qualified team to analyse client policies and investments, research the whole of market, and formulate suitable recommendations.
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