Richard Walker-Gunns - Head of Financial Services and Compliance, Independent Financial Adviser
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.
Elliot Landsman - Mortgage and Equity Release Specialist, Independent Financial Adviser
I have been working in the Financial Services sector for over 30 years working helping clients from all walks of life. I am fully qualified to give advice on all types of residential, buy to let and commercial mortgage/re-mortgage. Over many years I have been able to help clients fulfil their dreams, whether it be buying their first home, a larger property or building a portfolio. Most recently I have been very pleased to help my more mature clients with equity release/lifetime mortgages, they have been able to gift money to relatives, pay for care costs and even second homes abroad. When I’m not working I like to spend time with my very energetic children or riding my bicycle for a bit of peace!
Simon Dunkerley - Chartered Independent Financial Adviser
I have been a financial adviser since 1994 having previously worked in bank management.I am now an Independent Adviser accessing the whole of market on behalf of my clients.
As a Chartered Fellow I have a wealth of experience in investment, pensions both pre and post retirement ,taxation and trusts.
My clients are professional. I deal with doctors, dentists, civil engineers, and professional musicians among others.
It is an amazing privilege and responsibility knowing so much about a client's private affairs and their hopes and fears.
I believe the key to being a good adviser is having a sound level of technical knowledge but more importantly the ability to listen and connect with what is important to the client.
My spare time tends to revolve around my family. When I am away from the office you will find me on the touchline of a rugby pitch watching my son play.
Neil Morjaria - Independent Financial Adviser, Estate Planning Consultant, Wills & Trust Specialist
Neil has been advising clients on all financial planning matters for the last 7 years and provides paraplanning and compliance support services to the firm.
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.