Terry Weller

Mortgage Adviser

01728 833168
07738120019
terry@lifetimemoney.co.uk

Background…

Terry has been giving advice since 1988. He moved from being an adviser for a single company to giving independent advice on the whole of the market and hasn’t looked back!

From helping first-time buyers to retired people looking to release equity on their homes, Terry has gained a wealth of experience over the past 30 years.

The best bit…

Terry’s favourite part about being a Mortgage Adviser is helping clients to secure their dream home.

Colleagues would say Terry is…

Experienced, knowledgeable and reliable.

At home…

In his spare time, Terry enjoys fishing and boating on the Norfolk Broads.

Relevant Qualifications…

  • DipFA – Diploma for Financial Advisers
  • CeMAP – Certificate in Mortgage Advice in Mortgage Advice and Practice
  • CeRER – Certificate in Regulated Equity Release

The important stuff…

Many of Terry’s clients have been good enough to review the advice and service he provides. You can see what they had to say by clicking ‘read reviews’ to the right.


Reviews and Ratings for Financial adviser Terry Weller, Ipswich

Testimonials


Kym – Norfolk

What were the circumstances that caused you to look for a Financial Adviser?

As a couple starting out to purchase our first property we were daunted by all the mortgages available. Terry came highly recommended to us, he made it all so easy and guided us through the whole the process (which wasn’t without its set backs) but Terry was always there to deal with any issues that arose and was a wealth of knowledge regarding mortgages, insurance and anything else connected to our purchase.

How did Terry Weller help you?

He made himself available at all times and saved us a considerable amount of time, stress and money by providing us with the right products tailored to us. The one off fee covered everything. Terry represents excellent value for money along with reliability and a friendly manner, we would 100% recommend Terry to anybody should they require any of the services he offers, he is highly skilled and knowledgeable in his line of work, making it a real pleasure to deal with him.

What could they have done better?

Nothing, Terry excelled himself.

Terry was always there to deal with any issues that arose and was a wealth of knowledge regarding mortgages, insurance and anything else connected to our purchase

Kym – Norfolk

Paul - Suffolk

What were the circumstances that caused you to look for a Financial Adviser?

To be fair our insurances were in a bit of a mess.

How did Terry Weller help you?

Terry has been able to address and understand what it was we required. Terry spent a lot of time taking us through the options and bringing us to a point where we believe we have a great product, which best fits our needs, both now and in the future.

What could they have done better?

We are very happy with everything!

Linda - Suffolk

What were the circumstances that caused you to look for a Financial Adviser?

We wanted to release some funds from our property because we have both retired and needed help in putting our finances in order.

How did Terry Weller help you?

He explained clearly what our options were and our best course of action to take.

What is your current situation? Have you seen the outcome you were hoping for?

We have taken equity release and are very pleased with the outcome. It was all dealt with very efficiently and has worked out just how we wanted it to. We feel the advice and help we have had has made life much easier.

What could they have done better?

We can think of nothing better that could have been done – we are thoroughly satisfied with everything.

We have taken equity release and are very pleased with the outcome

Linda - Suffolk

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