Terry Stuart APFS EFP
Chartered Financial Planner
Background:
Terry originally started in the financial services industry in 1994 where he worked as a Tied Financial Consultant for “Royal London Insurance”. During his time there he quickly progressed into management positions where he ultimately took responsibility for the performance and conduct of a large team of advisers. After realising how much he missed delivering client facing advice through established trusted relationships, Terry decided he would become an Independent Financial Adviser when in 2000 he joined Co-operative Bank Financial Advisers. Terry joined Gracechurch Wealth Management LLP in March 2011, as an experienced Independent Financial Adviser.
Specialist Areas/Areas of Interest:
Terry is a Financial Planner who has acquired extensive knowledge and experience within the areas of Retirement Planning and Inheritance Tax mitigation planning. Terry has developed long standing client relationships with individuals and small businesses, some of which are over 20 years old and counting. The aspect Terry enjoys the most about his role is being able to help with and observe the whole client journey, from establishing what clients hope to achieve, putting planning in place to provide a realistic chance of making them happen, and ultimately seeing the time come when the benefits of the planning come to fruition.
Industry Qualifications:
Terry holds the Advanced Diploma in Financial Planning and is authorised to use the title of Chartered Financial Planner. Whilst achieving this level of qualification Terry acquired advanced qualifications within the areas of Taxation and Trusts, Pension Transfers and Business Financial Planning.
Terry is a keen supporter of Liverpool Football Club and attends as many matches as possible. He also enjoys spending quality family time with his wife and daughter.