Pensions & Investments: Making the most of your money
We provide financial planning and investment services to private clients, business owners, trustees and charities. As our client, you will receive an annual financial review to discuss your financial, investments and strategy. We can assess your circumstances, interest rates and debt structuring, discuss opportunities and threats created by changes in law and the financial climate, sort through all that confusing paperwork and ensure your estate planning wishes are current and legally valid. With M&N, your pension and investment funds will be checked regularly, systematically and effectively, so, if the markets rise and drop, you'll be taking full advantage.
Please contact us on 020 3909 4572 or at firstname.lastname@example.org for a free non-obligation personal consultation. For more information, please see our video above.
Chartered Independent Financial Adviser & Client Relationship Manager
Simon Dunkerley is a Chartered Independent Financial Adviser with 30 years of experience in the Financial Services Industry. He has a strong track record and significant experience servicing the needs of medium and high net worth clients.
In fulfilment of our client and service proposition, Simon will carry out a regular review meeting with you to ensure that your plan is performing and suitable to your circumstances.
Financial Adviser, Consultant & Paraplanner
Neil provides compliance and paraplanning services to the firm and advises his own clients on all financial planning matters.
He is also a Certified Member of the Institute of Professional Will-writers and offers additional services such as Wills, Powers of Attorney, Probate & Executor services & Estate Administration as well as Asset Protection Trusts and Business Property Relief.
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.
Trading address :
M & N Insurance Service Limited
248 Hendon Way, London NW4 3NL