01794517066 info@trpp.co.uk

Mike Chapman

Mike Chapman, Director and Certified Financial Planner at TRPP

CFP, Chartered MCSI, Dip PFS,Cert CII (MP)

Location: Romsey

Position: Director

Email:

Tel: 01794 517066

Fax: 01794 830807


Experience

Mike has over 30 years’ experience in financial services, having worked in the industry since 1985. He was appointed a Director of TRPP Wealth Management in 2008.

Mike advises on a wide range of different issues and is dedicated to providing clients with independent, trustworthy advice.

Qualifications

Mike holds the Advanced Diploma in Financial Planning, and is a Certified Financial Planner (CFP) and Chartered Member of the Chartered Institute for Securities and Investments (CISI).  Mike is also qualified to provide Long Term Care advice and guidance on equity release schemes.

Specialisms

Mike’s areas of expertise include:

  • Investments and related tax planning matters
  • Inheritance tax mitigation and trusts
  • Court of Protection related matters (impartial assessments and investment advice)
  • Business and family protection
  • Long Term Care advice and guidance on equity release schemes

Contact Mike today.