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Trevor Smith APFS

Chartered Financial Planner

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Trevor has over 40 years’ financial services experience, including 15 years as an independent financial advisor. 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 retirement planning, investment portfolio management, trust and tax planning and long-term care insurance.

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The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Should you have cause to complain, and you are not 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:

Contact

The Financial Ombudsman Service, Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9123

www.financial-ombudsman.org.uk