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
Stockbridge Office
The Coach House
Somborne Park
Little Somborne
Stockbridge
SO20 6QT
Telephone: 01794 388594
What to do if we didn’t get something right
We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.
Should you not be satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service
Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123