Phil Terry

Partner & Independent Financial Adviser

Accepting new clients via ReviewSolicitors

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

  • Regulated by: The Solicitors Regulation Authority

  • Based in Nottingham, Nottinghamshire
  • Licensed for 3 years

Accepting new clients via ReviewSolicitors

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

  • Regulated by: The Solicitors Regulation Authority

  • Based in Nottingham, Nottinghamshire
  • Licensed for 3 years

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Phil Terry

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  • Nelsons Solicitors Limited

    Partner & Independent Financial Adviser

    Until Present

Opening hours

Monday 09:00–17:00
Tuesday 09:00–17:00
Wednesday 09:00–17:00
Thursday 09:00–17:00
Friday 09:00–17:00
Saturday (Closed)
Sunday (Closed)

Pennine House, 8 Stanford Street, Nottingham, NG1 7BQ

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