Trevor is a Chartered Financial Planner, providing holistic advice to personal, corporate and trust clients. He specialises in retirement planning, investment portfolio management, trust and tax planning and long-term care insurance.
Trevor has over 40 years’ financial services experience, including 15 years as an independent financial adviser. Prior to becoming an IFA, he worked for a number of investment groups including Skandia and Old Mutual, where he headed up the technical marketing department.
Based
Hampshire Office
The Coach House
Somborne Park
Nr. Stockbridge
Hampshire
SO20 6QT
Telephone: 01794 388594