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Tereza McPherson

Tereza McPherson of Optima Financial Services Ltd. is based in Aberdeen. Tereza has up to 22 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
[FCA CF] Client dealing
[FCA CF] Functions requiring qualifications
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)

Previous Employment:
NatWest Markets Plc12/08/2003 to 31/03/2006
Professional Financial Advisers Ltd14/05/2002 to 18/07/2003
My Pension Expert