Richard Walker-Gunns
Initial consultation free
Independent
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
Clients
helped
127helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Richard Walker-Gunns
Director, Independent Financial Planner
What our clients say
m
Marcel
Overall Rating: 5
Quality of Advice: 5.0
Quality of Service: 5.0
Value for Money: 5.0
What were the circumstances that caused you to look for a financial adviser?
I wanted to set up a pension and...
r
Roger
What were the circumstances that caused you to initially look for an adviser?
Age - 66!
How has Richard Walker-Gunns helped you?
Great communication with all options explained and discussion on what...
j
Julia
I had AVCs in pension schemes some of which required me to decide what to do with them as I approached the age of 75. They strongly recommended that I take advice as to how to proceed and I contacted...
p
Peter
What were the circumstances that caused you to initially look for an adviser?
I was due to retire and wanted to know how best to use my pension pot. We also wanted to plan for my wife's retirement...
Compliance
2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (<url hidden> ) under reference 461598. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England and Wales Number: 05998270
Legal information
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