Stefan Terry

Stefan Terry

Senior Partner

About

Stefan has been an adviser in the Middle East for 10 years. His meticulous methods of client management and his breadth of knowledge in the offshore market have lead to consistently excellent client feedback, with his superior work ethics along with his professionalism picked out as key attributes.

Stefan enjoys providing financial planning expertise to many clients who themselves represent corporate companies such as Credit Suisse, HSBC, JP Morgan, Deloitte, Emirates Airline, Etihad, Jumeirah, Cisco, Google and Ericsson (to name a few). Stefan also provides advice on a corporate level to these and other significant business players.

Stefan studied at a UK University and obtained a 2:1 in BSc (Hons) in Business IT and Finance. Stefan is a member of The Personal Finance Society and The Chartered Insurance Institute (CII) and he has obtained an International Financial Planning qualification with the CII (The CII Award).

Join Stefan on LinkedIn.

Qualifications

Diploma for Financial Advisers DipFA®, Level 4 Qualification (2017)

2:1 BSc Hons Business IT and Finance, Bournemouth University (2002), Bournemouth, UK

Award in Financial Planning, CII

 

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