Theresa McAvan

Theresa is a diploma-qualified Financial Consultant with over 25 years of experience across varied roles in the UK and South Africa. With a degree in communications and psychology, she brings a warm, client-centered approach to every interaction, helping individuals feel informed and supported in their financial decisions. Her expertise span holistic planning, investments and wealth strategy. Theresa is known for her calm guidance, clear communication, and commitment to building lasting, trust-based client relationships.