Testimonials
Read some of the feedback received from clients.For me, it is the open and honest way Trevor explains everything in a very understandable way. He took the time to get to know our needs and he advised us so that we can achieve a comfortable lifestyle in the future. We would highly recommend that anyone wanting to plan their financial future, ...
I engaged Trevor to help me with inheritance tax mitigation following the death of my wife so that I could leave as much of my estate as possible to my children (one of which has learning disabilities and is in supported living) on my death. I found Trevor to be clear in his explanations, easy to de...
Trevor has come into the Charity on a few occasions and has always been super helpful to all who approach him. I have found him to be professional but personable and have valued his ongoing advice and have since recommended too. An all round nice guy too.
We have known Trevor now for many years. We have trusted him with all our financial investments over this time and have been very happy with the results. We would not hesitate in recommending Trevor to anyone, for his professionalism and trustworthy advice. He will look after you.
Past performance is not indicative of future performance.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
I have known Trevor in a personal and business capacity for over 15 years. I have always found him to be personable, reliable, knowledgeable and trustworthy. I would therefore have no hesitation in recommending Trevor to anyone requiring sound and professional financial advice.
I have known Trevor for over 15 years as a financial planner and during that time I have found him to be excellent at providing quality and trustworthy advice to myself and my family. I would therefore have no hesitation in recommending his services to anyone seeking top quality financial planning a...
Trevor could not have been more helpful throughout the process and has taken a great deal of trouble calling at our home at our convenience usually at lunch around the kitchen table. Trevor is now reviewing our pensions and investments and we would have no hesitation in recommending him to others wi...
Trevor came to discuss our financial affairs including inheritance tax planning following a referral from an existing client. During our many meetings with Trevor we found him to be so helpful explaining things to the point and very simply for us to understand. He is very approachable and friendly a...
I have known Trevor for over 10 years and have found him always to be professional yet approachable. He is extremely knowledgeable and experienced in his field and as such I would have no hesitation in recommending his services to any other Business or Director requiring quality financial advice.
Trevor was fantastic from start to finish. He approached every aspect of my requirements with enthusiasm, knowledge and understanding. His service was exceptional and very professional - all delivered in a very timely manner with constant updates and guidance when needed. An all round excellent...
Trevor has, and continues to provide, excellent advice on current investments as well as future planning. His understanding of the different investment vehicles, strengths and weaknesses, is excellent and enables us to make well informed decisions. I would not hesitate to recommend his services to a...
Trevor has helped us with our retirement planning and reviewed our protection needs recently. We now feel much more confident that the plans we have arranged with Trevor will protect our lifestyle both now and in the future. Trevor is very approachable and professional and as such we would not ...
Trevor is a fairly new financial adviser to me as I only joined St. James's Place in January 2019. I have had the opportunity to get to know Trevor over the past 2 years through networking and I love the knowledge that he has for the forecast planner- which I love and I know the advice I get is...
I engaged Trevor with our financial planning to help us to see what our future looked like and plan accordingly. We found it of great comfort to be able to see how our finances changed using cashflow forecasting under different scenarios which, together with Trevor’s excellent advice, has given...
St. James's Place was recommended to me by both my father and a colleague. Trevor's significant experience and qualifications were complemented by his human, personable style. He listened to our circumstances and made carefully considered suggestions and a final recommendation. The whole proces...
Trevor was recommended to us by our Accountant to help us with our retirement planning. Trevor showed us how our retirement would look based on different scenarios which helped us greatly to plan for the future & gave us comfort & piece of mind. We would have no hesitation therefore in ...
Trevor helped us find the best mortgage for our circumstances . We did not have the time, knowledge, or information to research the mortgage market ourselves so asked Trevor to do this for us. He then liaised with the best lender to ensure our mortgage was approved quickly and easily. We would ...
Trevor's financial advice service has been a brilliant addition to Zone's benefits. Trevor has proved to be trusting, knowledgeable and a genuinely nice guy - offering advice in plain language which our employees have found instantly valuable. If you're looking to offer your teams support on al...
Trevor has looked after our finances for over five years and during that time he has helped us immensely with our financial planning by saving us tax and making us money. We have found him to be trustworthy knowledgeable and reliable and as such we have happily recommend...
