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Terry Burgum ACII
Chartered Financial Planner and Senior Manager at Kreston Reeves Financial Planning Services Limited
Qualifications
- Chartered Financial Planner
Specialisms
- Achieving your desired lifestyle in retirement
- Reviewing your existing investments and pensions
- Protecting you, your family and business
- Retirement planning and Pension transfers
Further information
Terry has over 30 years experience in retail banking and regulated financial planning, to both individual and commercial clients.
Throughout his career, he has understood the importance of treating each client as an individual, with their own set of circumstances, priorities and objectives. He consistently strives to provide individual financial planning solutions to meet each clients individual needs with a view to lasting relationships to ensure successful long term outcomes.
Terry is now a Chartered Financial Planner and Senior Manager at Kreston Reeves Financial Planning Services Limited.
Personal interests
When away from his desk and not with clients, Terry enjoys more physical pursuits including running, having completed several London Marathons.
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