The Finance Planning Group
Terry McCutcheon is a seasoned financial services professional with extensive experience, currently serving as the Chief Executive and founder of The Finance Planning Group since December 1999. This company, authorized and regulated by the Financial Conduct Authority, employs over 100 mortgage and protection advisers, with Terry overseeing systems, controls, and overall operations. In addition, Terry has held directorship roles at FINANCE PLANNING WEALTH MANAGEMENT LIMITED since January 2015 and FP Surveying since June 2002. Prior experience includes serving as Area Sales Manager at Legal & General from May 1988 to December 1999. Terry holds a BA Hons degree in History & Politics from the University of Warwick and has an educational background from several institutions, including UWCSEA Singapore and Queen's School.
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The Finance Planning Group
A well established provider of financial services throughout the UK. Primarily offering mortgage and protection advice to customers via employed and self employed advisers using its unique network model. Has the ability to service the needs of a single adviser and help them to grow their business, and the infrastructure to support and develop large AR's. Using the latest technology to acquire leads and then process the application we have also perfected the challenges presented by the every changing demands of the modern consumer. We are very proud of our ability to service customer enquiries in a way that suits them; Living up to our consumer culture of 'It's all about You'. As a business, we have access to a wide portfolio of services from our associated companies including Pensions, Inheritance Tax Planning, Investments, Surveys and insurance. We are always interested in hearing from people who are looking to grow their business. The Finance Planning Group Limited is authorised and regulated by the Financial Conduct Authority.