Terri Hall Bsc Dipfa Cert Cii

Terri Hall BSc DipFA Cert CII (MP) is an experienced Independent Financial Adviser at Continuum (Financial Services) LLP since September 2018, focusing on a modern financial planning experience that fosters a partnership between Clients, Advisers, and Continuum. Previous roles include Financial Adviser at Wesleyan from January 2016 to August 2018, specializing in holistic advice on investments, pensions, mortgages, protection, and Inheritance Tax Planning, and Senior Paraplanner at St. James’s Place Wealth Management, where comprehensive client file preparation and regulatory compliance were key responsibilities. Prior experience includes positions at Lloyds Banking Group as a Financial Consultant and Banking Consultant. Educational qualifications include a Bachelor's degree in Economics and Finance from Queen's University Belfast and various financial advisory certifications.