PROFESSIONAL CONNECTION (SOUTH) - Key Persons
Job Titles:
- Financial Services Trainee
Ben is currently completing his level 3 financial services apprenticeship and will progress from there to further qualifications and roles within the company. Ben has proven to be a valuable asset to the team and currently supports Karen in the Administration department.
Ben is a keen gym attendee, passionate about health and fitness and is soon to become a father for the first time.
Karen joined Professional Connection in early 2020 as Senior Administrator having previously worked in senior management for a large company. Karen brings a wealth of experience and ideas to the company. She has quickly acclimatised to working in the financial services sector and now we wonder how we survived without her. She is a credit to the company and the team.
Karen enjoys time with her grown up family and is happiest outdoors walking in the countryside, cycling and travelling to warm climates. She has recently taken up oil painting with ambition to paint something worthy of a frame.
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 teenage boys and enjoys sailing, golf (to a fashion), tennis and travel where time permits, of course.