BSc (Hons) APFS TEP
Location: 114-116 Royal Avenue, Belfast, BT1 1DL
Position: Managing Director
Tel: 02890 533350
Fax: 02890 312947
Terry is the Managing Director of the firm and provides advice in a variety of areas including corporate pensions, employee benefits and investment planning. His particular area of expertise is in Retirement and Inheritance tax planning for High Net Worth individuals.
An Economics graduate, Terry has been in Financial Services for over 25 years, 17 of them spent at Doherty PIC where he has played a pivotal role in establishing the company as one of the leading independent advisory firms in the province.
- Chartered Financial Planner
- Registered Trust and Estate Practitioner
- Associate of the Personal Finance Society
- BSc (Hons)