BSc(Hons),MSc, MBA, APFS, Chartered Financial Planner
Tel: 01794 517066
Fax: 01794 830807
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.
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.
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