A New Team Member – September 2014

20 May A New Team Member – September 2014

CDC Wealth Management is pleased to announce the arrival of a new recruit to our adviser team.

Terry Calland joins us from Lloyds Private Banking where he was a Senior Private Banking Manager.  Terry has spent the vast majority of his working life at Lloyds in a number of client facing positions and brings with him a great deal of banking and investment experience.  He has also been involved in their “Future Leaders” programme which has given him an invaluable insight into the banking group at senior levels.

With over 20 years in financial services Terry was not short of offers when it came to leaving Lloyds, but he explains why he chose CDC. ‘Whilst Lloyds has a long heritage of providing financial advice, the sheer scale of the organisation became a frustration and meant responding to the fast-paced nature of change within the sector became difficult. The number of customers I had to look after meant I could see each one less often. CDC on the other hand has a unique structure which will enable me to offer a service my customers will be delighted with, whilst also utilising cutting edge planning and investment techniques, at a price which is extremely competitive’.

Andrew Mann Director of Strategy goes on ‘CDC is committed to providing industry-leading financial solutions and the addition of Terry to the team is integral to this.  Our aim of providing top-quality solutions is supported by giving our customers impeccable service. We do this by limiting the number of customers each adviser looks after and this threshold is one of the lowest in the industry meaning our customers enjoy more one to one attention’.