Meet Terry Roberts our Essex team leader
Terry Roberts - Independent Financial Adviser
Independent Financial Adviser in Witham, Essex
Welcome to Terry Roberts – your trusted Independent Financial Adviser in Witham, Essex. We provide impartial, expert advice to help you achieve your financial goals with confidence.
About Terry Roberts
With years of experience in financial planning, Terry Roberts specialises in delivering personalised advice across pensions, investments, and protection. As an FCA-authorised adviser, Terry is committed to transparency, integrity, and putting clients first.
Terry’s Services
• Pension Advice
At retirement advice - Annuity or Drawdown
• Investment Strategy
• Estate Planning
• Business Financial Planning
• Property Investment Consultation
Why Choose Terry?
Terry's professional expertise and personal experience make him an invaluable asset to clients seeking to secure their financial future.
Independent, unbiased advice
Local expertise in Witham and Essex
FCA-authorised for your peace of mind
Client-focused approach with clear communication