0330 038 8938
Based in Banbury
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Terri is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Terri's status
Last checked: 11 April 2025
Terri is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Terri's status
10
Recent Client Reviews
Terri has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Terri has received 10 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 01 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Terri has not yet added their qualifications to their profile
Qualifications not yet added
Terri has not yet added their qualifications to their profile
Transparent Fees
Terri has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Terri has provided information on their typical fees
Terri has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Terri (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Terri
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Terri (based on 6 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Terri is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Terri's status
Last checked: 11 April 2025
Terri is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Terri's status
10
Recent Client Reviews
Terri has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Terri has received 10 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 01 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Terri has not yet added their qualifications to their profile
Qualifications not yet added
Terri has not yet added their qualifications to their profile
Transparent Fees
Terri has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Terri has provided information on their typical fees
Terri has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Terri (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Terri
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Terri (based on 6 first impressions)
With more than a decade of industry experience, I can offer you unbiased and Independent advice via face to face, telephone or video call appointments. I am very proud to say that as a Partner at Continuum, we put our clients at the heart of everything we do. We are refreshingly modern, have a common passion, outlook and commitment to practice true financial planning. As my client, you can expect unbiased and independent advice from myself, as a fully qualified financial adviser, who is dedicated to building a lifetime financial planning relationship with you. I will provide advice that is uncomplicated, clear and at all times meaningful. We have a state-of-the-art 'cash management' tool to help improve the returns on your deposit savings, which is not widely available from other advisers. We also provide our clients with their own 'Personal Finance Portal' - technology making finances accessible 24/7.
Offers available through VouchedFor
Contact Terri through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Terri's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.