Peter Brennan - Chartered Financial Planner

Peter brings with him a wealth of experience to Truestone, gained from helping clients since 1980. Much of his time has been spent working with experts from other professions to find financial solutions.

Peter specialises in all aspects of private client work including managing personal and family wealth (both
new and longstanding), helping trustees measure and achieve investment objectives, tax planning, managing life’s risks and, just as importantly, complementing advice from legal and accounting professionals who may also advise his clients.

Whilst there is no substitute for almost thirty years experience Peter also draws upon a significant portfolio of professional qualifications. Peter was among the first to be granted the title Chartered Financial Planner, is an Associate of the Personal Finance Society, an Associate of the Chartered Insurance Institute, a Chartered Member of the Chartered Institute for Securities & Investment and a full member of the Society of Trust and Estate Practitioners. This depth of knowledge allows Peter to offer both strategic and tactical financial planning.

Peter has a simple maxim; you can only arrive at the correct answer by listening more than speaking.
To do otherwise risks missing the full context of what is being said. In achieving this Peter is a firm believer
in keeping solutions simple, timely and to the point.

Peter is married and blessed with four children.
Contact Peter.

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