01794517066 info@trpp.co.uk

Brian Marchmont

Brian Marchmont, Director and Chartered Financial Planner, TRPP

BSc(Hons),MSc, MBA, APFS, Chartered Financial Planner

Location: Romsey

Position: Director

Email:

Tel: 01794 517066

Fax: 01794 830807


Experience

Brian has almost 40 years’ experience in the industry. A founding member of TRPP Wealth Management, Brian has a loyal client following including business directors, families and individuals.

Qualifications

As a Chartered Financial Planner, Brian holds the Advanced Diploma in Financial Planning, the highest accreditation for financial advisers, as well as being a Master of Business Administration. Brian also has a BSc in Physics from Southampton University and a Master of Science in Financial Decision Analysis from Portsmouth University.

Specialisms

Brian’s areas of expertise include:

  • Investments and related tax planning matters
  • Inheritance tax mitigation and trusts
  • Business and family protection
  • Pension planning
  • Retirement options
  • Business planning

Contact Brian today