Meet Terry Roberts our Essex team leader

Terry Roberts

Independent Financial Adviser, Equity Release and Protection Adviser, CeMAP, CeRER, DipFA.

Terry Roberts brings diverse financial expertise to Positive Advisers as the head of our Essex operations in Braintree. With a journey that began in mortgage broking in 2007, Terry has evolved into a comprehensive Independent Financial Adviser, specialising in pensions, investments, and estate planning.

As a successful entrepreneur and business owner, Terry's practical experience extends far beyond traditional financial advice. Since 2011, he has successfully managed Witham Motor Company Ltd, giving him firsthand insight into business owners' unique financial planning needs. His entrepreneurial spirit is further demonstrated through his accomplished property development projects and management of his own property portfolio.

Terry's approach to financial advice is shaped by his varied business experience and understanding of family financial planning as a father of two boys. He and his partner, Claire, appreciate creating secure financial futures and legacy planning for families.

Based at our Braintree office, Terry leads our Essex team with a focus on delivering personalised, independent financial advice. His comprehensive understanding of property markets, business ownership, and investment strategies allows him to offer uniquely informed perspectives to his clients.

Specialising in:

• Pension Planning

• Investment Strategy

• Estate Planning

• Business Financial Planning

• Property Investment Consultation

Terry's professional expertise and personal experience make him an invaluable asset to clients seeking to secure their financial future.