Terry Mason - Associate Director - Birmingham
Qualifications
Chartered Insurance Institute:
- Financial Planning Certificate
- Advanced Financial Planning Certificate
- G10 - Taxation and Trusts
- G20 - Individual Financial Planning
- G60 - Pensions
- G80 - Long-Term Care - Health and Life Protection
- K10 - Retirement Planning
- K20 - Pensions Investment Planning
Member of the Personal Finance Society
Experience
After 7 years in accountancy Terry moved into financial services in 1985. Since this time Terry has gained a great deal of experience in providing financial advice to private clients and companies. He now specialises in advice to small and medium sized companies, and mainly deals in providing employee benefit packages to meet all of the Companies' employee requirements, ranging from pension arrangements to shareholder protection and key employee insurance. Terry has specialist qualifications, particularly for pension and retirement planning advice. Works predominantly in the corporate sector.
Specialisation
Employee benefits, Group/Corporate pensions, Pension transfers, Keyman/Share protection, Group insurances - PHI, GLA, GCI.