Brian Terry

Private Client Manager

When Brian joined Blevins Franks in 2014, he brought with him 36 years’ experience working in various roles at HSBC bank. From a traditional Bank Manager role, he moved on to become a regulated financial adviser working with HSBC’s private clients before joining the team at Blevins Franks.

Brian is a Chartered Financial Planner (CFP) and also a Fellow of the Personal Finance Society (PFS).

Based at the Blevins Franks office in London, Brian is supported by highly qualified and experienced technical staff in the London and Malta offices. Focusing on returned expatriates, Brian helps Blevins Franks’ clients structure their investments for their unique circumstances and to benefit from allowances available within the UK tax system. He regularly visits clients around the country to make sure their financial affairs are best placed for their lives back in the UK.

Brian is married to Sara, a nurse practitioner, and lives with his family in Bexhill. Of their three children, one works as a primary school teacher, one is a musician with the Royal Marines and one is at college.

Away from the office, Brian loves sailing, diving and motorcycling. He also enjoys renovating their 110-year-old house on the South East English coast.

Brian is an adviser for Blevins Franks Financial Management Limited (BFFM) which is registered with the Financial Conduct Authority in the UK. Brian is a Member of the Chartered Insurance Institute (CII).
BFFM FCA registration page 
CII register

Office/s:  London

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