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David Gammans - Consultant - Bristol

Qualifications

Chartered Insurance Institute:

  • Financial Planning Certificate

Professional Associate of the Royal Institution of Chartered Surveyors

Experience

After careers in the Royal Navy and as a Chartered Surveyor, David entered Financial Services in 1981.

His main areas of operation have always been retirement planning for individuals and the operation of pension schemes for small/medium sized companies.

David was with Bain Clarkson Financial Services Limited for a time as the South West Regional Director in charge of offices in Cardiff, Bristol and Plymouth. Joining the LEBC Group in 2001, he concentrates on advice to high net worth clients in respect of retirement and Inheritance Tax matters.

Specialisation

Retirement Planning, IHT.

The FSA does not regulate all forms of inheritance tax planning

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