Trevor Smith APFS
Chartered Financial Planner
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.
Trevor is a Chartered Financial Planner, providing holistic advice to personal, corporate and trust clients. He specialises in the areas of retirement planning , investment portfolio management, trust and tax planning and long-term care insurance.
Our other team members
Sir Frederick Hervey-Bathurst
Director & Chartered Financial Planner
Robert Butcher
Chartered Financial Planner
Gary Walsh
Chartered Financial Planner
Kim Parkhouse
Consultant
Christine Holloway
Accounts Administrator
Lyndsey Jacobs
Executive Assistant
Victoria Notley
Administrator
David Canniford
Accountant
Bailey Hood
Financial Planner
Philippa Saunders
Personal Assistant
Paul Crowther
Paraplanner