At work
With a solid 25-year track record as an Independent Financial Adviser, Trevor’s expertise extends across diverse financial domains, originally specialising in pensions before expanding into comprehensive financial planning. Catering to both new and existing clients, Trevor adeptly manages their investments and income requirements while providing invaluable guidance and unwavering support as needed.
Trevor’s professional credentials include accreditation as a later life adviser, alongside his esteemed titles as a Chartered Financial Planner, Fellow of the Personal Financial Society, and Chartered Member of the Securities and Investment Institute.
At work
With a solid 25-year track record as an Independent Financial Adviser, Trevor’s expertise extends across diverse financial domains, originally specialising in pensions before expanding into comprehensive financial planning. Catering to both new and existing clients, Trevor adeptly manages their investments and income requirements while providing invaluable guidance and unwavering support as needed.
Trevor’s professional credentials include accreditation as a later life adviser, alongside his esteemed titles as a Chartered Financial Planner, Fellow of the Personal Financial Society, and Chartered Member of the Securities and Investment Institute.
At home
In his personal life, Trevor shares a fulfilling journey with his wife, Kathy, nurturing a vibrant household brimming with the laughter and energy of their four children. Their home is also a bustling menagerie, housing an eclectic array of animals spanning from geckos to horses.
Balancing the demands of a dynamic work schedule and a bustling family life, Trevor actively contributes to the development of two junior rugby teams at Pulborough RFC, while also lending his expertise to the uplifting endeavours of the Crawley Jets Wheelchair Rugby team.
Meet the team
Our multi-award winning team of advisers and support staff spans the entire south coast of England. With the highest quality of knowledge and a commitment to excellent service, you’re in safe hands.
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