Teresa has over 3 decades of experience in the financial service industry, working within Home Service, Bank Assurance, Network and directly authorised IFA practices. Teresa’s role involves analysis of the risks of potential acquisitions. This entails looking in depth at firms, their policies, and processes and how they operate. This also ensures that clients can continue to receive advice with limited interruption and continuity of service.
Teresa finds her role interesting because every firm and financial planner operates differently within the regulations and codes of practice. She believes that the rules and regulations afford a sound structure which leads to great working practices which in turn increases the quality of client service and brings commercial success. She embraces change and always looks for ways in which this can enhance the benefits for the client as well as the firm.
Outside of work Teresa enjoys playing golf at her local club and spending time with her family, especially watching her granddaughter playing tennis. She is a member of a quiz team and loves all things related to Sherlock Holmes.