About my practice

I pride myself on building long-term, high trust relationships based on my core values of experience, excellence of service and honest advice. This provides my clients with the wealth management needed to satisfy their immediate and future needs. 

With the guaranteed advice and our distinctive approach to investment management, I am able to provide individually tailored advice in all aspects of financial planning, including:

  • Building and Preserving Wealth 
  • Inheritance Tax and Estate Planning 
  • Financial Protection Against Risk & Life Insurance Solutions 
  • Retirement Planning

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Terry has provided us with sound, professional financial advice, as he did for my parents. He listens to uncover our needs and tailors solutions to meet them. I would not hesitate in recommending him to anyone.
Julian Baust |Retired Chairman and Managing Director, Shefford, Beds