Our People

Terry Tunmore

Role

International Financial Adviser

Location

Spain-Costa Blanca

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

To contact Terry please complete the form below

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