Get to know Teresa
Teresa is a Chartered financial planner and a Fellow of the Personal Finance Society, with over 10 years of experience helping clients achieve their lifetime aspirations and financial independence.
She enjoys helping clients use their finances to work towards fulfilling their goals and objectives. Whether it’s saving for a house deposit, planning for retirement, or navigating life’s ups and downs, she provides the guidance clients need to make informed decisions. Investing money can be a daunting process for many people, and she takes pleasure in guiding clients through the various strategies to create a tailored financial plan. As clients’ circumstances evolve, it is essential to maintain an ongoing relationship to continuously review and update the strategy.
In her free time, she loves to travel and enjoys seeing her friends and spending quality time with her family.
In the spotlight
Hawksmoor
Chartered Financial Planner
Member of Personal Finance Society
Qualifications