Partner & Independent Financial Adviser at Nelsons Solicitors Limited
Phil Terry
Partner & Independent Financial Adviser
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. Areas of Expertise - Investment advice for individuals and trustees - Advice on long-term care - Life insurance advice - Pensions and retirement planning - Investment fund research and analysis - Cash flow modelling Professional Information - Chartered Insurance Institute (CII) Diploma in Financial Planning (Dip.PFS) - CII CF8 Award in Long-Term Care - J10 Discretionary Investment Management - Qualified Member of the CII - Qualified Member of the Personal Finance Society - Member of Solicitors for Independent Financial Advice (SIFA) - Statement of Professional Standing Issued by CII
Pennine House, 8 Stanford Street, Nottingham, NG1 7BQ
Licensed for 1 years
Practice Areas
Money & Tax
- Money & Tax 100%
0 Client Reviews
Overall experience
About Phil Terry
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. Areas of Expertise - Investment advice for individuals and trustees - Advice on long-term care - Life insurance advice - Pensions and retirement planning - Investment fund research and analysis - Cash flow modelling Professional Information - Chartered Insurance Institute (CII) Diploma in Financial Planning (Dip.PFS) - CII CF8 Award in Long-Term Care - J10 Discretionary Investment Management - Qualified Member of the CII - Qualified Member of the Personal Finance Society - Member of Solicitors for Independent Financial Advice (SIFA) - Statement of Professional Standing Issued by CII
Languages Spoken: English
Contact Phil Terry
Resume
WORK EXPERIENCE
Title
Name
Duration
Partner & Independent Financial Adviser
Nelsons Solicitors Limited
?-present
