Terry Burgum | Kreston Reeves


Chartered Financial Planner



Special Interests

  • Pension Funding
  • Taking Pension Benefits
  • Investments


  • Chartered Financial Planner


  • Pension Transfers
  • ‘At Retirement’ Planning
  • Investment Planning for Individuals

Further information

I have over 30 years experience in retail banking and regulated financial planning to individual and commercial clients. Throughout my career, I have come to understand the importance of treating each client as an individual with their own set of circumstances, priorities and objectives. To this end, I strive to provide individual financial planning solutions to meet each clients individual needs with a view to lasting relationships to ensure successful long term outcomes.

Personal interests

Away from my desk I enjoy more physical pursuits including running, having completed the London Marathon in 2019.