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Based at
Shipman Wealth Management
Position
Chartered Financial Planner
Serving clients in
South West England, South Wales
Terry Key
Independent Financial Adviser
Terry is a Chartered Financial Planner, and a Fellow of the Personal Finance Society so is well versed in dealing with all aspects of financial planning on a personal and corporate basis.
He finds the most rewarding part of his role to be helping clients devise a holistic financial strategy to adequately provide for the various phases of their lives. This in turn enables them to live life to the fullest.
Terry enjoys keeping active in a range of sports including playing table tennis, racquetball, going to the gym as well as coastal paddleboarding.
He finds the most rewarding part of his role to be helping clients devise a holistic financial strategy to adequately provide for the various phases of their lives. This in turn enables them to live life to the fullest.
Terry enjoys keeping active in a range of sports including playing table tennis, racquetball, going to the gym as well as coastal paddleboarding.
Expertise in
Talk to Terry, call Amber River today
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Find out more about Terry and our Shipman Wealth Management team
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