Meet The Team
These are the people you can expect to see and meet to discuss your options and our services when you make an appointment with Professional Connection.
Terry Caister FPFS DM - CEO
Terry is the founder and CEO of Professional Connection having worked in the Financial Services sector for over 3 decades in a number of diverse roles. Terry is a Chartered Financial Planner with an encyclopaedic knowledge base but has focused much of his education on the field of investment. Investment is key to many of our client aims and this expertise has been invaluable to our success as a company. Terry is a qualified Discretionary Investment Manager
Terry is a committed family man, married to Aggi with two young boisterous boys and enjoys sailing, golf (to a fashion), tennis and travel where time permits, of course.
Richard Palmer PFS Dip
Richard is responsible for Compliance and Training at Professional Connection and is also a successful Financial Planner with extensive industry experience. Richard has been involved in the Financial Services Industry for more years than he cares to admit.
Richard is a keen Triathlete and uses the same tenacious discipline to achieve the aim in his work, making for a very safe pair of hands.
Evis Wood Office Manager
Evis is responsible for all things administrative at our Wickham offices.
Evis has worked in financial services for over 30 years, in various administrative roles, including Regional Sales Support Manager. She has been with Professional Connection since April 2007, but has worked with Terry previously and is an invaluable member of our team. Evis is the epitome of expert knowledge, conscientious application and pleasant methodology
She is married and enjoys spending time with her family, as well as walking, reading, travelling and entertaining.
Mrs Selena Barber B.Ed Hons, PGCAS, Dip PFS Certs Cii (MP+ER), Financial Planner.
Selena advises on all aspects of financial planning with additional expertise in pensions and retirement planning, holding advanced qualifications in these areas. Selena is a “quick study” as the Americans say and is close to completing her Chartered Financial Planner qualification.
A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.