“I thoroughly enjoy face-to-face contact with my clients and I get so much satisfaction from seeing them achieve their financial goals and helping them through the minefield of financial planning.”
- Locations
- Marlborough
Teresa is a Financial Planner and Assistant Director in our Marlborough office. She helps private clients to achieve their long-term financial goals, focusing on later life advice including pensions, estate and care needs planning.
She is an Associate Member of the Society of Later Life Advisers and currently working towards SOLLA Accreditation. She is also able to
work alongside family law professionals, helping separating clients to understand their altered finances and reassess their financial goals, due to her being both an Associate Member of Resolution and internally accredited to do so. Teresa has spent her working life in financial services, gaining insurance, investment and financial advice experience across insurance companies, accountancy firms and IFAs. In 2005, while living in Cape Town, she worked as a Paraplanner for a UK firm. She joined RBC Brewin Dolphin in 2016 as a Financial Adviser.
She is an Associate of the Chartered Insurance Institute, a Fellow of the Personal Finance Society and a Chartered Financial Planner.