Terry Joined CDC following a very long career with the Lloyds Banking Group. Terry joined Lloyds originally as a cashier. He has over 25 years’ experience in the financial services industry, building long term relationships with clients and ensuring they receive the financial advice they need. He became a Private Banking Manager, and has since established trusted relationships with his clients, which he attributes to always taking the time to understand what really matters to them.
Terry’s Diploma in Financial Planning and the experience he has gained give him a thorough understanding of private banking and relationship management, helping him to identify potential client needs and introduce specialists where appropriate.
Away from work, Terry enjoys football, swimming and travelling all over the world.