Terry Martin-Young

Consultant Independent Financial Adviser

About Terry

I joined BPI in 2012 following the merger of my own financial advice firm, Granville Gower, with BPI.

My particular specialism is in retirement planning – helping individuals and couples to live comfortable, secure and fulfilling retirements. However, as an experienced consultant, there are few areas of personal and corporate finances where I am not able to offer advice and guidance.

My previous experience included 35 years spent in banking and a tenure as Client Relationship Manager at Coutts in Mayfair.

I continue to look after a portfolio of clients and enjoy building strong relationships with them.

Outside of work

I enjoy watching football and used to play rugby and squash. I also appreciate classical music as well as most other forms of music and enjoy travelling the world to seek warmth and sunshine.

Spotlight questions

On an ideal weekend, you can find me:

Watching Football

My favourite holiday destination is:

Dubai

My favourite song to play in the car is:

I Can’t Get No Satisfaction

The first album I bought was:

Help

If I could be any fictional character, I would be:

The Scarlet Pimpernel

If I could turn any activity into an Olympic sport, I would win a medal in:

Sleeping in any position

When the dessert menu arrives, I’m looking for:

Nice ice cream

The three qualities that draw me to new people are:

A happy attitude to life, being willing to listen to others, valuing friendship

The best gift I’ve ever received is:

My children

The three people at my dream dinner party would be:

Nelson; Nelson Mandela; Winston Churchill

The three small things that make my day better are:

Waking up, sunlight and warmth

The three things I love most about my job are:

Always learning, interaction with clients and bonding with my colleagues

The types of people I most enjoy working with are:

Socially interactive and willing to participate in a discussion and listen to new opportunities for planning.
Qualifications
  • Chartered Fellow (FCSI)
  • DipIFA
  • EFA (European Financial Adviser)
  • ACIB (Associate of the Chartered Institute of Bankers)
  • CeMAP (Certificate in Mortgage Advice and Practice)
  • CeRER (Certificate in Regulated Equity Release)
  • SPS certificate

    All UK financial planners must hold a Statement of Professional Standards (SPS) issued by an accredited body. You can view Terry’s SPS here.

    Business & Personal Investment Ltd profile

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