Personal Recommendation: How Teresa Inspired Ferris Financial

Teresa inspired me to set up Ferris Financial Planning by giving me a personal recommendation.

Teresa was a client I worked with at Ulster Bank, and her belief in my abilities was a crucial part of the Ferris Financial Planning success story.

I had been dealing with Teresa for a number of years and helped her and her husband over this time.

One day years back after a meeting Teresa said to me “Richard we don’t think of you as the Ulster Bank advisor we think of you are our advisor”

She then said you should do this yourself and set up your own company.

Teresa believed in me and and with personal recommendation that day she planted the seed that day that become Ferris Financial Planning.

When I made the decision to set up Ferris Financial Planning I made sure to let Teresa know that I had taken her advice and thanked her for her belief in me.

Teresa and her husband were one of the first clients to move over to Ferris Financial Planning.

Photo taken after a recent meeting and posted with her full permission.

Its a lovely thing when someone appreciates you and encourages you to take the next step

Client testimonials like Teresa’s are what drive our commitment at Ferris Financial Planning.

Thank you Teresa!

Richard