Previous Experience
Terry has been providing financial advice to clients since 1998 initially for Pearl Assurance and The Wesleyan in the UK before moving to Spain with his family in 2004, where he has continued to provide financial planning and support to expatriate clients, helping them to achieve their financial goals and to maintain their lifestyle here in Spain
Terry is passionate about understanding the client’s long term desires and needs and presenting the appropriate financial plan be it a retirement, investment or succession solution
Areas of Expertise
- Retirement planning advice
- UK and Overseas pension transfers
- Qualifying Recognised Overseas Pension Schemes (QROPS)
- Qualifying Non UK Pension Schemes (QNUPS)
- Wealth Management
- Lump sum investment
- Tax Planning
Qualifications/Accreditations
Terry is a qualified member of the:
- Personal Finance Society
- Chartered Insurance Institute
- Chartered Institute for Securities & Investments
Contact Terry
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