Chartered Financial Planner
Trevor’s career in finance started at an insurance company, helping financial advisers with its products and client solutions. Realising that dealing with clients directly was far more satisfying, he became an Independent Financial Adviser.
He spent the first five years as a specialist, advising Daily Telegraph readers on their retirement options and personally helped over 500 readers to realise their goals.
Trevor says: “Clients come to see me when they need an objective sounding board to confirm, challenge or clarify their direction and financial objectives. Every client’s needs and financial plans are unique and therefore my advice is tailored to each person’s individual circumstances investment knowledge and experience.”
Based near Horsham, Trevor is married to Kathy and together they have four children. Between a busy work schedule and family life, he still turns out for Crawley Rugby Club.