about us our wealth planners terry kellow
Diploma in Financial Planning (DipPFS)
Terry has worked at Succession Wealth Since 2018. He provides independent financial advice to clients across the South West and Home Counties. In addition to his core role as a Wealth Planner for Succession, Terry also supports our specialist division focused on Employee Benefits Solutions (further details available under our Specialist Divisions’ section). Terry currently holds the Diploma in Financial Planning and is currently working towards Chartered status.
"When not at work I enjoy reading and following Everton Football Club. I am a member of the local running club and enjoy cycling."
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It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
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