Mr Phil Terry > Nelsons Solicitors Limited > Nottingham, England > Lawyer Profile

Mr Phil Terry

0115 851 1108 newbusinessteam@nelsonslaw.co.uk View profile View profile

Work Department

Investment Management

Position

Partner & Independent Financial Adviser. His areas of specialism include investment advice for individuals, trustees, deputies and attorneys; advice on long-term care; life insurance advice; pensions and retirement planning; investment fund research and analysis; cash flow modelling.

Career

AEGON Scottish Equitable; Nelsons since 2008.

Memberships

– Chartered Insurance Institute (CII) Diploma in Finance 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 SIFA (Solicitors Independent Financial Advisers)
– Statement of Professional Standing Issued by CII

Education

Minster School, Southwell; Chartered Insurance Instatitue (CII) – Diploma in Financial Planning; Chartered Insurance Instatitue (CII) – J10 Discretionary Investment Management