01794517066 info@trpp.co.uk

David Hills

David Hills at TRPP

DipPFS

Location: Wimborne / Romsey

Position: Director

Email:

Tel: 01794 517066

Mobile: 07917 674964

Fax: 01794 840807


Experience

David has over 30 years of experience in Financial Services having worked with large insurance and investment companies including Legal & General, Scottish Provident and Old Mutual Wealth (formerly Skandia) before becoming an authorised Financial Planner in 2008.

David advises many individuals, families and trustees specialising predominantly in investment planning and inheritance tax planning  whilst providing impartial, independent holistic advice.

Qualifications

Diploma in Financial Planning

Specialisms

David’s areas of expertise include:

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

Contact David today