Teresa has worked in financial services for almost 20 years. She has extensive pension knowledge and more recently she has been broadening her knowledge of investment and estate planning.
Teresa is Diploma qualified with an additional two advanced Diploma qualifications encompassing Occupational Pension Transfers and Investment Planning. Teresa is working her way towards Chartered Status.
Teresa supports the Financial Planners with the research and analysis required to meet clients’ needs and objectives and prepares client financial plans and suitability reports.
Outside of work Teresa enjoys days out with her two young children and DIY around the house, she has recently learnt the art of wallpapering!
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