Nelsons Solicitors Limited
Lawyers
Phil Terry
- Phone0115 851 1108
- Email[email protected]
- Social
- Profilewww.nelsonslaw.co.uk
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