Brian Lappin
FPFS
Having spent a 30 year career helping financial advisers while I worked at some of the UK's leading Pension and Investment Companies, in 2017 I had the opportunity to set up my own Financial Planning business.
About
I am a Chartered Financial Planner and Fellow of the Personal Finance Society providing clients with the confidence of dealing with a Professional that can be trusted to put their needs first and foremost whilst keeping up to date with changes to regulations, taxation and ongoing professional development.
I help my clients understand their finances and provide clarity in building a plan for their financial future. St. James's Place share my values of putting my clients at the centre of everything I do and I am delighted to work closely with my clients to help them achieve their plans and aspirations.
Back in 2017 Brian Lappin was delighted to accept an invitation to join St. James's Place. Brian had a 30 year career working with some of the UK's leading Pension and Investment Companies and decided to set up his own financial planning business. Originally called Lappin Wealth Management the business changed trading status in 2020 and has evolved into Olcote Lappin Financial Planning Ltd. Brian grew up in a small village, both parents worked to keep the family home and look after 4 children. His father worked in the shipyard for 40 years, he was a caulker by trade, the work was physically demanding. However he had one place that was his haven - his family home, he called it Our little corner of the earth and hence the inspiration for Olcote Lappin Financial Planning as a nod to the past and an understanding of what is important in our lives.
We offer our clients a bespoke, personalised service based on their specific needs and plans for the future. Our clients range from entrepreneurs and business owners who want to grow their business leading to an eventual exit* or succession planning, to the average person on the street who wants to ensure their family is protected and save for a financially independent retirement. We have the expertise and access to a wide range of specialists and services which can help all of our clients.
*Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
