Theresa
Garrett
Consultant
Personal Pensions
Theresa joined Boal & Co in January 2026 as a member of the personal pensions team, bringing over 30 years’ experience in various roles within the financial service sector.
Her role involves onboarding new members to Boal’s master trust arrangements and administering these schemes. This includes processing income payments, transfers, death claims, investments and contribution payments.
Expertise:
• Self-Invested Personal Pensions (SIPPs)• Master Trust Pension Schemes• Pensions Trusteeship and Administration• Relationship Management
In their spare time:
Theresa has a passion for travel and enjoys experiencing new countries and cultures. Closer to home, she loves gardening and spending time outdoors.
