Terry Lappin
Chief Executive Officer at Doherty Pension & Investment Consultancy Ltd.
Profile
Mr. Terence H.
Lappin is a Managing Director at Doherty Pension & Investment Consultancy Ltd.
He 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.
He 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.
Mr. Lappin holds a Bachelor of Science (Hons) degree and is a Chartered Financial Planner.
He is also a Registered Trust & Estate Practitioner and is an Associate of the Personal Finance Society.
Terry Lappin active positions
| Companies | Position | Start |
|---|---|---|
Doherty Pension & Investment Consultancy Ltd.
 Doherty Pension & Investment Consultancy Ltd. Investment ManagersFinance Doherty Pension & Investment Consultancy Ltd. (Doherty PIC) is an asset management firm headquartered in Belfast, UK. The firm was founded in 1985 and became a subsidiary of Mattioli Woods Plc (LON: MTW) in 2023. Doherty PIC provides tailored financial solutions for both private and business clients. | Chief Executive Officer | 26/08/2004 |
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Linked companies
| Private companies | 1 |
|---|---|
Doherty Pension & Investment Consultancy Ltd.
Doherty Pension & Investment Consultancy Ltd. Investment ManagersFinance Doherty Pension & Investment Consultancy Ltd. (Doherty PIC) is an asset management firm headquartered in Belfast, UK. The firm was founded in 1985 and became a subsidiary of Mattioli Woods Plc (LON: MTW) in 2023. Doherty PIC provides tailored financial solutions for both private and business clients. | Finance |
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