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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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© 2024 Abacus Financial Options Ltd

 

Abacus Financial Options Ltd is authorised and regulated by the Financial Conduct Authority (http://register.fca.org.uk/s). Financial Services Register No: 576165

 

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

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If you wish to register a complaint, please write to us at Arena Business Centre, 9 Nimrod Way, Ferndown, Dorset BH21 7UH or email us at jeremy@abacusfinancialoptions.co.uk

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A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.

 

Registered Address:
Forest Links Road, Ferndown, Dorset, England, BH22 9PH
Registered in England, No. 07880295

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