Teresa Lyde

Teresa Lyde

Argentis Wealth Management

Minimum savings/pensions: Any amount

0330 038 8939
Based in Bank
View location
Top Rated 2026
Verified since: July, 2025
4.8 out of 5

47 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 28 February 2026

    Teresa is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Teresa's status

  • 15

    Recent Client Reviews

    Verified reviews: 100%

    Teresa has received 15 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 21 November 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

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    Qualifications not yet added

    Teresa has not yet added their qualifications to their profile

  • Transparent Fees

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I am a Chartered Financial Planner and a Fellow of The Personal Finance Society, with over 10 years’ experience helping clients achieve their lifetime aspirations and financial independence. I enjoy helping clients use their finances to work towards fulfilling their goals and objectives. Whether it’s saving for a house deposit, planning for retirement, or navigating through life’s ups and downs, I provide guidance to help clients work towards their goals. Investing money can be a daunting process for many people and I take pleasure in guiding clients through the various strategies to create a tailored financial plan. As clients’ circumstances evolve, it is essential to maintain an ongoing relationship to continuously review and update the strategy.