Terry Weston
Financial Planner
Terry's Qualifications
When Terry's at Work
Terry has been in financial services his whole working life. He became a financial planner in 1988 after a successful career with a leading investment provider.
Terry specialises in working with high-net-worth and corporate clients, focusing particularly on tax strategies, including Inheritance Tax. His favourite part of his job is building client relationships and problem solving.
When it comes to relaxing
Terry enjoys watching a variety of sports, with a particular passion for football, cricket, and golf. As a dedicated Liverpool Football Club supporter, he follows the team closely.
In his free time, Terry loves outdoor activities such as dog walking, cycling, and motorboating – though not at the same time! He also enjoys socialising and attending live music events.
Important stuff
All advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You can click here to view Terry’s.