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Brian Munroe   Independent Financial Adviser

Brian Munroe Financial Advisor

Brian has worked in financial services for over 30 years and joined Abacus Financial Options in March 2024.

 

Moving to Abacus has presented additional benefits when working with his clients by providing additional administrative and technical support within a local team of like-minded professional advisers.
 

Brian is a Chartered Financial Planner and specialises in Retirement, Investment, and Inheritance Tax Planning.
 

Brian lives in Bournemouth with his family.  He enjoys golf, football, and travel.  

Expertise

 

Retirement Planning, Pensions, Investments and Savings Strategy, Family Protection and Inheritance Tax Planning.
Contact Brian

 

Mobile
07813 820303
Email  
brian@abacusfinancialoptions.co.uk
Send Brian a message

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