Trevor Mitchell
Mitchell Private Clients Limited
Minimum savings/pensions: Over £250,000
Minimum mortgage: Over £500,000
0330 038 8939
Based in Forest-Row
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: September, 2020
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Trevor and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 18 April 2025
Trevor and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
19
Recent Client Reviews
Trevor has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Trevor has received 19 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 10 February 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
3
Qualifications Uploaded
Trevor has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 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
Trevor has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Trevor has provided information on their typical fees
Trevor has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
11
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Trevor (based on 11 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 11 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Trevor and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 18 April 2025
Trevor and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
19
Recent Client Reviews
Trevor has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Trevor has received 19 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 10 February 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
3
Qualifications Uploaded
Trevor has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 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
Trevor has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Trevor has provided information on their typical fees
Trevor has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
11
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Trevor (based on 11 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 11 first impressions)
I am a Chartered Financial Planner with many years experience of successful financial practice. I advise clients on a wide range of products, helping them to navigate through their financial journey and achieve their aims – from their first mortgage, right through into retirement and all the investment decisions along the way. Of course, every client is unique, and so my approach is entirely personal; the aim is to get to know each individual and understand what’s important to them. As a 2plan adviser I have excellent relationships with professional firms such as accountants, solicitors and estate agents meaning that you can also benefit from a network of trusted professionals. In addition, it’s very important for you to be aware of the significant changes that have taken place over the last few years across the financial services sector. In particular, that each regulated financial adviser now has to hold much higher levels of qualification than ever before. In addition to passing the new exams, we must also hold a current “Statement of Professional Standing” (SPS Certificate). This not only indicates that we have signed up to a code of ethics but also that we have completed at least 35 hours of professional training each year, to stay up to date with changes in the industry, taxation and regulation. My SPS Certificate provides positive re-assurance to my clients that not only am I authorised by our Regulator (The Financial Conduct Authority) but also appropriately qualified and up to date. Give me a call when you’re ready to talk about your personal financial needs.
Offers available through VouchedFor
Contact Trevor through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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
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Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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