Charteris - Treasury Portfolio Managers Limited

Terry Farrow, ACIB, APFS, CFP, Chartered MCSI, Chartered Financial Planner, European Financial Planner (EFP)

Terry FarrowTel: +44 (0)20 7220 9780

Terry has over 40 years experience in the investment markets having worked in important roles for both Barclays Bank and Standard Chartered Merchant Bank. He has been exposed to a great range of asset classes from US Treasuries to the derivatives futures and options market.

Terry became an IFA in 1990 and started to grow his client base. Terry acquired a licence from the Institute of Financial Planning in 2005 which is an internationally recognised qualification. Terry is qualified at Level K10 Retirement options - covering all types of pension advice. Terry is also qualified both to G60 and G70 level to cover both Pension advice and Investment Management. There are only a handful of Investment professionals in the UK that hold the G70 qualification.

In January 2012, Terry was granted membership of the Chartered Institute of Securities and Investment (MCSI) and is now level 6.

Terry is the lead manager for the HC Charteris Global Macro Fund.