Independent Financial Advisers

Terry originally joined the financial services industry in 1984 as the finance and insurance manager for the Invicta group of companies in Canterbury, responsible for personal and corporate financial planning.

He then moved on after three years to become an IFA in Dover.

In 1988 he joined NM Financial Management at Maidstone and after three years as a consultant became Sales Manager responsible for establishing client servicing routines, product training and compliance procedures.

In 1994 NM were bought by Friends Provident and it was at this time, that, with ever changing client needs, the vast range of different products available and the desire to run his own business, he decided to return to the Independent sector.

Initially working from an office at home, Lifeline IFA came into existence in 1994. Terry moved to the current offices in 1995.

Lifeline Independent Financial Advisers took possession of its present offices in Broad Street in 1995.

The company was an appointed representative of the Seseame Ltd Network, the UK's largest provider of Independent Financial Advice, and prides itself in providing a high level of service to clients.

During July 2006 Lifeline Independent Financial Advisers applied to become direct regulated by the FSA. From the 2nd October 2006 Lifeline Independent Financial Advisers became directly regulated by the FSA, no longer a member of Sesame Ltd .

Lifeline Independent Financial Advisers provided advice on all aspects of financial planning including life assurance, personal & corporate pensions, tax efficient investments, inheritance tax and group risk business.

Lifeline Independent Financial Advisers are member of the Personal Finance Society.