Over the course of his career, he has helped generations of clients navigate complex financial decisions and build plans designed to support them throughout later life and retirement.
He holds the Advanced Financial Planning Certificate and has achieved Chartered Financial Planner status. Trevor specialises in decumulation planning, including long term care planning, helping clients make the most of their wealth and income throughout retirement while planning confidently for the future.
Trevor takes a holistic approach to financial planning, combining technical expertise with practical solutions tailored to each client’s circumstances. He enjoys building long-term relationships and helping clients address complex financial challenges, taking particular satisfaction in delivering meaningful outcomes that support their goals and provide peace of mind.
The value of your investment and income from it can fall as well as rise and you may not get back the original amount you invested.
The Financial Conduct Authority does not regulate taxation advice. The value of investments (in a pension) can go down as well as up and you may get back less than the amount invested.
The Financial Conduct Authority does not regulate Trusts and taxation advice.