Terry Burgum
Chartered Financial Planner & Senior Manager
Professionally
Terry has 34 years’ experience in financial services, 20 of which have been spent providing regulated advice at a major high street bank. Based in Canterbury, he works as a financial planner, helping clients understand their needs and priorities while educating them on areas they may not be aware of, taking into account their preferences to shape the most suitable solutions.
Operating from our Canterbury office, Terry enjoys building long-term relationships with clients, seeing the financial plans he helps create make a real difference to them and their families. He prides himself on explaining complex financial solutions in plain English, delivering clear, practical financial advice clients can rely on.
- Retirement planning
- Cashflow planning
- Pension transfers
- Chartered Financial Planner
- Associate of the Chartered Insurance Institute (ACII)
Personally
Outside of work Terry enjoys spending quality time with his family as well as sports – both playing and spectating.
He has raised money for Pilgrims Hospice by running a marathon.
Terry in the spotlight
Written by Terry
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