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.