02890533350 info@dohertypic.com

Terry Lappin

BSc (Hons) APFS TEP

Location: 114-116 Royal Avenue, Belfast, BT1 1DL

Position: Managing Director

Email:

Tel: 02890 533350

Fax: 02890 312947


Terry is the Managing Director of the firm and provides advice in a variety of areas including corporate pensions, employee benefits and investment planning. His particular area of expertise is in Retirement and Inheritance tax planning for High Net Worth individuals.

An Economics graduate, Terry has been in Financial Services for over 25 years, 17 of them spent at Doherty PIC where he has played a pivotal role in establishing the company as one of the leading independent advisory firms in the province.

Qualifications

  • Chartered Financial Planner
  • Registered Trust and Estate Practitioner
  • Associate of the Personal Finance Society
  • BSc (Hons)

Doherty Pension & Investment Consultancy Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 186761 https://www.fca.org.uk/register.

Doherty Pension & Investment Consultancy Ltd Registered Address: 114-116 Royal Avenue, , , Belfast, BT1 1DL. Registered in England & Wales, No. NI 31915.

Neither Doherty Pension & Investment Consultancy Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

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.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

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