About Richard Walker-Gunns

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.
I will regularly travel to see clients in their own home, office, or a mutually convenient venue. I will often travel around Wiltshire, Somerset, Dorset, and Hampshire to provide an engaging and proactive service to clients. I also have select clients further afield from my second base in Hartley Wintney to service clients in Berks, Bucks, Herts, Beds, and London.I offer video conferencing in order to provide our full advisory services or keep in touch with clients between regular reviews. I have found that being able to keep up to date with any changes in a clients' circumstances or needs at short notice, and provide more immediate advice is a highly valued service.
Pensions & retirement: