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.
George is our go-to pensions expert and works with both Professional Connection and our colleagues at Certus. George holds the coveted AF3 pensions qualification amongst others and as such is able to advise on all types of company pension schemes.