About Terry

Having worked China, Singapore, Malaysia, Abu Dhabi and Dubai, Terry has accumulated an extensive amount of knowledge regarding financial planning. An independent advisor, providing impartial advice and solutions for both corporate and private clients.

Terry’s approach has always been to offer simple, practical help and advice and is driven to find solutions for clients where others cannot.

Terry specializes in providing service and support to all, in particular their personal financial planning including family protection, life insurance, children’s education planning, as well as portfolio management, retirement, and tax planning.

Terry has worked with CEO’s and blue-chip companies as well as people starting out in planning their financial future. He has also been helping international clients with their pension transfers since 2006.

 

               Qualifications :

                BBA (Honours)
                CII
                Award In Financial  Planning
                M5 SCI