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Wealth Management
Three Tips For Passing Your Pension Onto Your Loved Ones
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Phil joined Nelsons’ Investment Management team as an Independent Financial Adviser in 2008.
Phil’s areas of expertise include investment advice for individuals, trustees, deputies and attorneys, guidance on long-term care, life insurance, pensions and retirement planning, investment fund research and analysis and cash flow modelling.
Areas of expertise
Professional information
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Chartered Insurance Institute (CII) Diploma in Financial Planning (Dip.PFS)
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CII CF8 Award in Long-Term Care
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Qualified Member of the CII
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Qualified Member of the Personal Finance Society
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Member of Solicitors for Independent Financial Advice (SIFA)
Recent articles from Phil Terry
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