David Mundy

Wealth Management Adviser at The Finance Planning Group Limited
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Portsmouth Area, UK

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Bio

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Experience

  • The Finance Planning Group
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Wealth Management Adviser
      • Jan 2010 - Present

      Specialising in Estate Planning, Investments, and Inheritance Tax Planning Specialising in Estate Planning, Investments, and Inheritance Tax Planning

  • Legal & General
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Senior Financial Planning Manager
      • Jan 1992 - Dec 2009

      Specialised in Estate and Inheritance Tax Planning. Working out of bank and building society outlets throughout the south of England. Specialised in Estate and Inheritance Tax Planning. Working out of bank and building society outlets throughout the south of England.

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