Partner | San Pedro to Cadiz
Terry set up his own financial services and insurance brokerage company in Manchester in 1974. After building the company for 20 years, he sold to a larger broker and moved to Spain in 1996 to join Blevins Franks as a Partner. From his office in San Pedro de Alcántara, Terry is responsible for supporting clients in the area from San Pedro to Cádiz.
A Fellow of the Chartered Insurance Institute in London (FCII), Terry is also a Level 4 Qualified Financial Adviser (DipFA) and a Chartered Insurance Practitioner (CIP).
With his long-standing experience across a wide range of financial services, Terry is able to deliver a high level of financial planning expertise to his clients. He has a deep understanding of the Spanish tax regime, its interaction with UK tax legislation and regulations and how it affects British expatriates living in Spain.
Supported by a dedicated team at our administration centre in Malta, Terry has full access to the considerable resources provided by the international tax department, trust team and administration services of the Blevins Franks Group. He’s assisted by Private Client Manager, Andy Southgate, who regularly meets clients to ensure their portfolios keep up with any changes in their needs and objectives, as well as the ever-changing world economic situation.
Terry and his wife Carole live in Estepona. When they first relocated to Spain, their children, Abigail and Stephanie, were 12 and 9, and attended the English International School in Spain before going to university in the UK. Today, the girls both live in the UK and Terry is the proud granddad of baby Joey. Terry is originally from Manchester, where he was very actively involved with the Rotary movement and served as President of the Didsbury Rotary Club.
Away from work, Terry likes to try keeping fit and also attempts to play golf. On the social scene, Terry attends a number of expatriate events organised the International Club of Estepona (ICE) and the Charity and Pleasure Club (CAP). He also enjoys lectures put on by the Decorative and Fine Arts Societies (DFAS) in Benahavis and Sotogrande.
Office/s: San Pedro de Alcántara