Stoke-on-Trent
Terry joined Perspective in 2025 through acquisition, marking a significant step forward in strengthening the firm’s relationship with DJH Accountants via a new joint venture.
This move enables continued delivery of high-quality financial advice and support for clients.
Having entered the financial services profession in 2010 after graduating, Terry began his career in Financial Planning Administration before progressing to Paraplanning and ultimately becoming an advisor. With over a decade of experience, he specialises in working with business owners, professionals, and corporate clients to help them get financially organised and plan for the future.
What Terry enjoys most is meeting clients, hearing their stories, and working with them over the long term to help solve problems and achieve the life they want. By understanding each client’s goals, aspirations, and concerns, he creates intelligent, personalised solutions that provide confidence and peace of mind.
Outside of work, Terry enjoys spending time with his wife Laura and children Olly and Poppy, travelling, going to the gym, and watching or playing football—injuries permitting!
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
