0330 038 8941
Based in Belfast
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 15 February 2025
Trevor is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Trevor's status
21
Recent Client Reviews
Verified reviews: 100%
Trevor has received 21 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 12 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
5
Qualifications Uploaded
5 qualification certificates available to view
Trevor has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Fees not yet added
Trevor has not yet added their fees to their profile
21
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Trevor
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Trevor (based on 21 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 15 February 2025
Trevor is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Trevor's status
21
Recent Client Reviews
Verified reviews: 100%
Trevor has received 21 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 12 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
5
Qualifications Uploaded
5 qualification certificates available to view
Trevor has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Fees not yet added
Trevor has not yet added their fees to their profile
21
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Trevor
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Trevor (based on 21 first impressions)
Trevor is an award winning Chartered Financial Planner and Fellow of the Personal Finance Society. He has worked within the financial planning industry for more than 20 years, primarily as an independent financial planner. His expertise lies in providing clients with advice regarding their investments, retirement and estate planning options. Trevor believes financial planning is about helping people realise that they can have the right plans in place to live the life they want - now and in the future. With a wealth of experience he advises corporate, charitable and personal clients with different financial planning needs, all of whom have varying degrees of financial knowledge. Over many years Trevor has built trusted relationships with his clients, providing valued insight on investment markets and the changing tax environment. Trevor holds Fellow status, which is the highest mark of trust, capability and professionalism in the industry. He has received various awards from Chartered Insurance Institute for exceptional performance and outstanding professional achievements, including the IINI Chartered Financial Planner 2019 Award.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Trevor's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Age group
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
Adviser Disclaimer
Platinum Financial Planning Ltd. is authorised and regulated by the Financial Conduct Authority. Company Registration No. NI613564. Registered in Northern Ireland.