Trevor Smith

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.

Get in touch for investment, protection and planning advice from highly-qualified consultants who take the time to understand your needs.