About David Mannion Estate Planning
As a Chartered Financial Planner in association with Countrywide Tax and Trust Corporation Ltd, I’m committed to delivering better value and choice for my clients.
For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most.
Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what is important. Whether it’s protecting your family's wealth, lessening the burden of Inheritance Tax or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.
Managing your affairs and Estate can be complex and time-consuming. I can simplify your life by addressing all aspects of your estate planning from investments and insurance to tax planning while offering exclusive opportunities.
For more than 35 years, I’ve been helping individuals and families reach their financial goals. After receiving my accreditation from the Chartered Insurance Institute, I became a qualified adviser and have pursued professional courses from the Chartered Insurance Institute. Since that time, I’ve continually enhanced my knowledge and expertise through industry events and formal training. I achieved Chartered Financial Planner status in 2015.