About Us

Senior Mortgage & Protection Consultant

I started my financial services career back in 2008 as a trainee and from that day forward I knew this was the industry I wanted to be in. I thoroughly enjoy helping my clients achieve their goals and objectives. I am married with a young daughter who keeps me on my toes and in my spare time I do enjoy 7a side and have a big passion for golf, being a member at S&A.

I can advise on: Pensions, Investments, Mortgages and Life Cover

Terry is a highly experienced financial professional, having spent 35 years in the retail banking sector with a skill base that encompassed retail and commercial banking management together with business development prior to moving into a Financial Adviser role.
He has been with Birkdale Wealth Management for the last 6 years dealing with all aspects of his client’s financial needs and goals from pensions and investments through to mortgages and life insurance.  
Terry strives to ensure that his clients always receive the highest level of service in the belief that building client trust and satisfaction is the major differentiating factor in the complex and competitive field of financial planning.