Trevor Mitchell

What were the circumstances that caused you to initially look for an adviser?

Needed to re-mortgage

How has Trevor Mitchell helped you?

Re-mortgage help

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Getting a divorce and needing advice on pensions.

How has Trevor Mitchell helped you?

Trevor is always super helpful and very responsive. He gave me advice about consolidating pensions and explained to me in easy to understand language about the options once I eventually retire. He also gave me advice about tax which prompted me to make a claim for a rebate which was worth a few thousand, so I'm eternally grateful for that!

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Initially we were just looking for a mortgage advisor to help us remortgage because we were buying a new house.

How has Trevor Mitchell helped you?

Trevor not only helped us get the best mortgage offer but he also helped us with insuring our finances, helped my partner with his pensions and also help him with his investments

Have you seen the outcome you were hoping for?

Yes and more!

What could they have done better?

Nothing!

What were the circumstances that caused you to initially look for an adviser?

I was looking to apply to a new mortgage.

How has Trevor Mitchell helped you?

His help has been incredibly valuable. What started as mortgage advise has progressed to long-term financial planning.

Have you seen the outcome you were hoping for?

Yes. We have the best mortgage offer we could have, and I have made some drastic changes to my financial portfolio.

What could they have done better?

I don't know of anything that Trevor could have done better. He has gone above and beyond for us and we are incredibly appreciative.

What were the circumstances that caused you to initially look for an adviser?

I was buying a house and needed a mortgage advisor.

How has Trevor Mitchell helped you?

Trevor did a fantastic job explaining all the processes and seeking the best outcome for us to get our mortgage approved. He's extremely professional and patient. He was recommended to us by a colleague at work, and we have since recommended him to some of our friends.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

There's nothing to add here; he's 10 out of 10.

This review is a follow-up review from a client who left a review previously.

How has Trevor Mitchell helped you since your last review?

We had our annual check in. I am very pleased to see how my pension is performing since the transfer he recommended.

Please provide a brief comment about your experience with Trevor

Extremely friendly & helpful.

Please provide a brief comment about your experience with Trevor

Many thanks for your advice Trevor, I found it very helpful and appreciated the extra efforts in linking me to a tax advisor.

What were the circumstances that caused you to initially look for an adviser?

I had been on the hunt for life and critical illness cover for some years and recognised the need for a broker.

How has Trevor Mitchell helped you?

I didn’t believe any cover would be possible given the complicated nature of my case and the trouble I had had alone in trying to source over but Trevor was able to not only secure a policy, it was at an incredible rate including loading and exclusions with a well known provider. He was efficient, responsive, kept me in loop, told me in advance what he was expecting and was really considerate along the way. He more than exceeded my expectations from service and delivery. His knowledge of the industry is crazy impressive.

Have you seen the outcome you were hoping for?

More than I was hoping for.

What could they have done better?

Nothing

This review is a follow-up review from a client who left a review previously.

How has Trevor Mitchell helped you since your last review?

Trevor has helped me to be more conscious of my monthly outgoings during a difficult period of my life financially. I am looking forward to Trevor's updated retirement plan once we are in a more stable position later this year.

This review is a follow-up review from a client who left a review previously.

How has Trevor Mitchell helped you since your last review?

Trevor advised me where to invest my savings

This review is a follow-up review from a client who left a review previously.

How has Trevor Mitchell helped you since your last review?

It’s been good to know that there is ongoing advice and support available if needed. I feel I can rest easy in the knowledge that my finances are under review and on track.

What were the circumstances that caused you to initially look for an adviser?

Mortgage

How has Trevor Mitchell helped you?

Secured a mortgage which has quite specific requirements. Advice then broadened to cover life insurance, pensions and investments.

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

I had moved to the country from Australia and wanted to move my money from my Australian property investments which were underperforming into shares and I needed advice to help me maximise my investments considering returns and tax obligations.

How has Trevor Mitchell helped you?

He has taken full control of my investments coming up with a strategy that produces the best return given my attitude to risk and financial obligations while optimising my tax expesnses.

Have you seen the outcome you were hoping for?

Very much so. I am very happy with the platform where my money has been invested and am confident that my invrstments will achieve a return in line with my risk profile while minimising my tax obl;igations.

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Advice for my savings and investments.

How has Trevor Mitchell helped you?

Trevor has helped me invest my savings using funds that match my attitude to risk. Each year we utilise my ISA allowance ensuring that my investments are invested in the most tax efficient way. Trevor explains everything so clearly and I really feel that he understands what is important to me and has my best interests at heart. I recommend him to everyone I know, who is looking for a Financial Planner!

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

We were looking for an advisor to support us in the sale and purchase of properties.

How has Trevor Mitchell helped you?

Trevor went above and beyond. His patience taking us through the options on mortgages was excellent, and we felt entirely safe with him guiding us through the various options available to us. But his support didn't stop there - the process was prolonged for a multitude of reasons, but Trevor was consistent in his communication, always checking in with us and even stepping in when an incompetent solicitor was becoming too impactful upon the process completing. We simply couldn't have gotten through the process without Trevor's knowledge, help, care and guidance. If we ever move again he'll be our first port of call.

Have you seen the outcome you were hoping for?

Yes - we have completed on both matters.

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

We needed to decide whether to buy our next property as a company as individual investor. We are very with the professional advice received. All the financial intricacies were properly dealt with. Thank you so much Trevor. Always available to help.

How has Trevor Mitchell helped you?

Helped us to secure our company’s first investment property.

Have you seen the outcome you were hoping for?

Yes. Very pleased. Excellent outcome.

What could they have done better?

Nothing. Very pleased. He couldn’t have done more. He went above and beyond.

What were the circumstances that caused you to initially look for an adviser?

I needed a good mortgage broker and I was recomendad Trevor by a good friend of mine.

How has Trevor Mitchell helped you?

Trevor has been always always very responsive, quick and helpful unlike many other people in the industry. He gave us fantastic advice and fixed us a mortgage at good rates, as well as a good life insurance. He gave advice regarding our homebuyers report and he was very thorough with the process. He always picks up the phone, checks on you and calls you when there is anything urgent to do regarding the home purchase process.

Have you seen the outcome you were hoping for?

Yes! We bought our home :)

What could they have done better?

I cannot think of anything. There was some issues during the process of buying a home, like the time when we requested our funds from our LISA. Our solicitors only told us to withdraw the funds a few days before exchange (way too late) but I’m unsure how Trevor (our mortgage broker) would’ve helped. Overall I’m very happy.

What were the circumstances that caused you to initially look for an adviser?

We are a small charity and we needed advice on group sickness protection.

How has Trevor Mitchell helped you?

Trevor guided us through the ins and outs of policies, found us relevant quotes to compare and ultimately pointed us towards our chosen policy. He then was very patient and organised in getting all the documentation sorted, and always responded to messages very promptly.

Have you seen the outcome you were hoping for?

We are grateful to have the cover we needed, at a very reasonable price, which for a small charity is key.

What were the circumstances that caused you to initially look for an adviser?

I needed advice on planning for retirement. I wanted support ensuring that I reach my retirement goals at the time that I hope to.

How has Trevor Mitchell helped you?

Trevor has been incredibly helpful creating a plan that helps me to achieve my retirement goals. He's extremely personable and professional, and does a fantastic job of making what can be complicated and daunting, much easier to understand.

Have you seen the outcome you were hoping for?

Trevor developed a solid plan for my family. Unfortunately I was thrown a curve ball soon after when I was made redundant. This means we haven't yet had a chance to put many of his recommendations in place. The plan will now need to be adapted based on these life changes but Trevor has been incredibly supportive and helpful during what has been a difficult time. I am looking forward to working with him on the new plan once I am settled in my new role.

Please provide a brief comment about your experience with Trevor

Trevor was increadibly friendly and helpfull. He has a very good knowledge and was able to talior the help to what was needed.

What were the circumstances that caused you to initially look for an adviser?

I had saved a lot over a relatively short period of time and also got a bonus from my employeer. It was then that I knew that I wanted advice to ensure that this money was invested in a way that maximised earnings and matched my outlook.

How has Trevor Mitchell helped you?

Trevor listened to what I wanted to do with my lfe and what goals I had, then we worked together to create a strategy that would help me achieve this. He was able to advise me on investments, property and pensions and other aspects that I found very helpful and valuable. Tervor is down to earth, smart and always follows up when he say he will. I would highly recommend him.

Have you seen the outcome you were hoping for?

Yes, it's early days for many of the investments but they are performing as expected.

What were the circumstances that caused you to initially look for an adviser?

Initially we were looking for an advisor as first time buyers due to the instability in the market and lack of experience when going through the process of taking out a mortgage.

How has Trevor Mitchell helped you?

Trevors help has been invaluable to allowing us to secure the best mortgage rate possible and maximise our borrowing potential, ultimately allowing us to purchase a property. Without Trevors help we would not have been able to secure the property that we wanted and for that we are extremely grateful.

Have you seen the outcome you were hoping for?

We have definitely seen the outcome that we were hoping for and Trevor has been great in informing us of all the best policies and helping guide us to make the most appropriate decisions.

What could they have done better?

I have no feedback for how the process could have been made better, Trevor has been great throughout and we will be using him in the future for any changes or other life events that take place.

What were the circumstances that caused you to initially look for an adviser?

Wanted to release equity for long-term financial plans.

How has Trevor Mitchell helped you?

Trevor helped me to identify and pin down my needs and took me through various options (some of which I was previously unaware of) to find suitable schemes.

Have you seen the outcome you were hoping for?

Yes very satisfied.

What could they have done better?

All good.

What were the circumstances that caused you to initially look for an adviser?

Approaching retirement and the need to consolidate pensions.

How has Trevor Mitchell helped you?

Trevor has helped me navigate the extremely confusing waters of pensions and planning for retirement. He has explained my options, and never once made me feel stupid for finding it all rather baffling.

Have you seen the outcome you were hoping for?

Hopefully yes! I now have a much clearer understanding of my options, and am no longer worrying about the mountains of information and mystifying terminology. I feel confident that Trevor has helped me put in place the best and most suitable plan possible for my retirement.

What could they have done better?

Nothing.

What were the circumstances that caused you to initially look for an adviser?

Following a change in job, I needed income protection to cover personal costs such as mortgage in the event of loss of earnings

How has Trevor Mitchell helped you?

Trevor provided helpful illustrations with several providers. He provided explanations of the main considerations regarding income protection to ensure the income protection was suitable for my needs.

Have you seen the outcome you were hoping for?

Yes - a policy was taken out in the right price range for me.

What could they have done better?

N/A

What were the circumstances that caused you to initially look for an adviser?

I was looking for a Financial Advisor to help me secure a residential Mortgage suitable to my circumstances.

How has Trevor Mitchell helped you?

Trevor was able to understand my personal situation, provide advise on how to proceed and give me an overview of available products.

Have you seen the outcome you were hoping for?

Yes, we were offered a mortgage form a leading high street lender and have now completed.

What could they have done better?

Nothing, having Trevor deal with the Lender on my behalf was perfect

What were the circumstances that caused you to initially look for an adviser?

Initially we were investigating how we could finance a home improvement project via equity release remortgaging or other avenues.

How has Trevor Mitchell helped you?

Trevor responded to an initial query and came up with creative solutions as to how we might fund / finance the home improvement project. He stayed in touch with us without being pushy until the time came when we knew what we were going to do and chose Trevor to search for mortgage products for our building project as well as our regular remortgage. He also gave us excellent advice regarding financial protection and demystified a very complex product landscape for us, helping us be confident with our choices. He acted with utmost professionalism and sensitivity when discussing the emotionally charged conversation of our own potential deaths / critical illnesses. Throughout Trevor has been very easy to work with and accommodating of our busy schedules; we're very happy with his services.

Have you seen the outcome you were hoping for?

Yes, Trevor has helped us reach exactly the outcomes we were hoping for.

What were the circumstances that caused you to initially look for an adviser?

We needed a new mortgage deal.

How has Trevor Mitchell helped you?

He found us a good mortgage deal, both standard and for improving our home. He has also sorted our financial protection for us, using a very detailed and tailored approach.

Have you seen the outcome you were hoping for?

Yes, we're extending our home and have good financial protection at affordable rates.

What could they have done better?

Nothing, Trevor has always been so professional, efficient and kind.

What were the circumstances that caused you to initially look for an adviser?

Looking for a remortgage of a residential mortgage to a FHL package.

How has Trevor Mitchell helped you?

Trevor managed to negotiate and find a good deal for my partner and I even with difficult personal circumstances to work with in obtaining a mortgage.

Have you seen the outcome you were hoping for?

Yes, fully remortgaged and equity released.

What were the circumstances that caused you to initially look for an adviser?

We were referred to Trevor so that he could advise us on applying for mortgages to buy our first home.

How has Trevor Mitchell helped you?

Trevor was incredibly helpful and guided us through every step of a stressful process with so much patience, taking time to explain each step to us (sometimes more than once!) and always putting us at ease. He patiently encouraged us to step outside of our comfort zone and take proactive steps towards thinking about and planning for our financial future.

Have you seen the outcome you were hoping for?

Despite our challenging circumstances, we qualified for a mortgage which enabled us to buy our first home.

What were the circumstances that caused you to initially look for an adviser?

Approaching retirement age and needing advice on getting the most from existing pensions.

How has Trevor Mitchell helped you?

Trevor has given comprehensive financial advice, advised on options and then managed the consolidation of our pensions.

Have you seen the outcome you were hoping for?

Yes, we now have a better understanding of financial options moving forward and our pensions are now simplified and consolidated to maximise benefits/growth.

What could they have done better?

Nothing

Please provide a brief comment about your experience with Trevor

Trevor was really thorough and precise with his research. I was very happy with his explanations and was able to make a better decision regarding my first time mortgage based on his suggestions.

What were the circumstances that caused you to initially look for an adviser?

Changed jobs

How has Trevor Mitchell helped you?

He helped secure a fantastic rate for mortgages. Also helped in the purchase of another

Have you seen the outcome you were hoping for?

Yes. Very happy. Excellent service.

What could they have done better?

Perfect

What were the circumstances that caused you to initially look for an adviser?

First time property buyers

How has Trevor Mitchell helped you?

Trevor went above and beyond to thoroughly explain all aspects of buying a property as first time buyers and gave advice where needed. We could not have asked for anything more from a financial advisor, he met all of our expectations and more. Response to emails was super quick, he answered any questions or queries we had and promptly chased up/resolved any issues with other parties involved. Trevor scheduled meetings that were convenient for us and helped us find the best outcomes for our budget/circumstances.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

N/A

What were the circumstances that caused you to initially look for an adviser?

We were looking for mortgages and remortgages for 3 properties to start a property investment portfolio. Trevor has helped due to the difficult circumstances we currently have as clients.

How has Trevor Mitchell helped you?

Trevor has been very good at communicating, working efficiently in trying to arrange the mortgages on our behalf. We feel happy in the products we have secured via Trevors advise and would happily use him again with no hesitation.

Have you seen the outcome you were hoping for?

Yes, Trevor has managed to secure one BTL mortgage for my partner and I. Trevor has also arranged a 2nd BTL mortgage and is now helping us with a remortgage of a 3rd property. This has been achieved by Trevor albeit with difficult circumstances from our side.

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

i am a property investor and have used his services before on equity release and BTL his knowledge is huge and always helpful and patient - great guy and great service

How has Trevor Mitchell helped you?

with his energy and commitment to the chosen path - advice and guidance

Have you seen the outcome you were hoping for?

yes - fast and efficient service

What could they have done better?

everything was spot on

What were the circumstances that caused you to initially look for an adviser?

Second home

How has Trevor Mitchell helped you?

Excellent advice and guidance

Have you seen the outcome you were hoping for?

Definitely

What were the circumstances that caused you to initially look for an adviser?

We were seeking to remortgage our house on interest only terms after the original mortgage taken out when we were overseas expired

How has Trevor Mitchell helped you?

Trevor came up with some options very quickly and explained the costs and requirements very clearly

Have you seen the outcome you were hoping for?

Yes the outcome was as good as we could have hoped for.

What could they have done better?

The only other option would have needed to be carried out a year earlier, but my previous mortgage adviser hadn't identified it, so we missed it.

What were the circumstances that caused you to initially look for an adviser?

We are looking to purchase a second home

How has Trevor Mitchell helped you?

Trevor has supported us through the whole process, outlining the steps to take, information needed and liaised with all respective parties to make the process as seamless as possible

Have you seen the outcome you were hoping for?

Yes, absolutely

What could they have done better?

Nothing really - any glitches were the result of other services - of which Trevor problem solved and managed really well

What were the circumstances that caused you to initially look for an adviser?

Trevor has been an amazing support since I separated from my partner and needed to remortgage my house to be able to stay here with my two young children.

How has Trevor Mitchell helped you?

He has been an incredible support, really non judgemental and professional with a friendly tone and personal manner.

Have you seen the outcome you were hoping for?

yes 100%, cant recommend his work highly enough.

What could they have done better?

no, everything was just great.

What were the circumstances that caused you to initially look for an adviser?

First Time Buyers

How has Trevor Mitchell helped you?

Trevor helped us search for the right mortgage for our needs and explained thoroughly the process from start to finish. Not only did he advise us about our mortgage and relevant insurance etc. but he went above and beyond to check our current flat contract and provided advise on any issues we came up against across our house buying process. We never felt there was anything we couldn't ask nor was there anything that couldn't be done. We also never felt any kind of pressure, which was perfect.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, he was brilliant.

Please provide a brief comment about your experience with Trevor

The criteria required for my mortgage was very much in the grey area of mortgages. However, after being referred to Trevor, I found him to be very responsive to all emails and enquires, whilst having a deep understanding of the issue at hand; which was spoken through thoroughly during our first phone call. Beyond that, the turnover was amazing from the first phone call to getting a decision in principle - all whilst being kept within the loop. However, most appealing about my experience with Trevor is the sense of care and passion, more than just a mortgage broker, Trevor gave advice and useful links and articles to my queries within the same day.

What were the circumstances that caused you to initially look for an adviser?

Need a mortgage

How has Trevor Mitchell helped you?

Trevor helped myself secure a personal mortgage, his attitude to work was amazing. Great communication and always open to speaking on the phone when any issues needed resolving.

Have you seen the outcome you were hoping for?

Yes, very happy with my new house.

What could they have done better?

Recommend better solicitors

What were the circumstances that caused you to initially look for an adviser?

I had bought a property to let and wanted to invest my profits.

How has Trevor Mitchell helped you?

Trevor was fantastic from the start. Not knowing quite what I wanted he assessed my situation, my future plans and my risk level and came up with the ideal solution for me and what I wanted to achieve. Nothing was too much trouble and he ensured I fully understood every step of the process, every bit of terminology was explained and my understanding of what I could do was clear. I had been putting off dealing with my finances and thought I'd get round to it at some point. I don't know why I waited, I should have been in touch with Trevor much sooner, he made it so easy and now I feel I have a plan and I am in control!

Have you seen the outcome you were hoping for?

Yes - I have what I need and a plan for us to review in the future so I know I am on the right track!

What could they have done better?

Nothing!

What were the circumstances that caused you to initially look for an adviser?

Looking for a private pension/SIIP and not knowing where to start, or what my best options were.

How has Trevor Mitchell helped you?

He advised me on the best route for me to go down regarding a pension, he was very helpful, took a lot of time to learn about me and my finances to be able to work out what the best options were for me.

Have you seen the outcome you were hoping for?

Not yet as it is a pension so time will tell but I believe he has worked hard to make sure I earn what I am looking for over time. He has also offered on going support only if I need it to review the pension in time.

What were the circumstances that caused you to initially look for an adviser?

To invest my savings

How has Trevor Mitchell helped you?

He explained where I could put my money in terms I understood

Have you seen the outcome you were hoping for?

Yes I have

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Personal mortgage advise

How has Trevor Mitchell helped you?

Trevor gave us good advise and sorted out our re-mortgage

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing as Trevor was helpful, informative and thorough

What were the circumstances that caused you to initially look for an adviser?

Buying a holiday home and looking at options for mortgage

How has Trevor Mitchell helped you?

Prompt service Found mortgage options quickly, suggested a different option of remortgaging my current home which was much simpler. Good mortgage deal achieved with mainstream lender

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

I needed a professional advise regarding purchasing a home and what are my options of mortgages to finance that purchase

How has Trevor Mitchell helped you?

Trevor helped me clarify the process of purchasing a property. He was upfront about the process of hiring a financial advisor with all the fees associated of his services.

Have you seen the outcome you were hoping for?

I am happy with the outcome and I apreciated his professionalism - quick replies, clear instructions, responsive, secure comunication, clarifying the options I have.

What were the circumstances that caused you to initially look for an adviser?

We wanted advice on how best to save for future needs and eliminate our debt

How has Trevor Mitchell helped you?

Trevor is a great listener and provided an excellent solution meaning we are able to save a good amount each month, eliminate our debt and work on paying off our mortgage early

Have you seen the outcome you were hoping for?

Yes, great advice, a clear plan of action and very speedy service re: new mortgage

What could they have done better?

Nothing - very happy with the service and look forward to working with Trevor on pensions next!

What were the circumstances that caused you to initially look for an adviser?

I primarily needed advice about how to invest a pension I'd accumulated from working abroad, which had later been transferred to the UK, and I wanted a second opinion on whether I could get a better return on one of my savings accounts.

How has Trevor Mitchell helped you?

Trevor took the time to understand my full financial position before making recommendations that would meet my objectives of investing my foreign pension and investing some savings. He also offered some other recommendations for my longer-term benefit that I hadn't yet considered. As a first-time investor, Trevor helpfully explained things to me in simple terms. I found his manner to be professional and personable, so I was comfortable talking with him.

Have you seen the outcome you were hoping for?

I'm very happy to have invested the funds within a short time period and I'll be happy to continue working with Trevor in the years to come.

What were the circumstances that caused you to initially look for an adviser?

We wanted to re-mortgage our home.

How has Trevor Mitchell helped you?

Trevor filled in the gaps in our knowledge of the types of mortgage available, current interest rates, trends etc. He recommended a product and we got an offer on our first application.

Have you seen the outcome you were hoping for?

Yes, we raised the funds we wanted in four weeks and now our monthly mortgage repayments are less than half the amount we were paying before.

What could they have done better?

We can't think of anything Trevor could have done better.

What were the circumstances that caused you to initially look for an adviser?

When we found a new house we needed help finding the right mortgage for us. We also needed help with life insurance and critical illness cover

How has Trevor Mitchell helped you?

Trevor helped us find the right mortgage for us. He also worked closely with us when finding the right level of cover for us. He was very knowledgable and patient with us.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. We were very happy with the service.

What were the circumstances that caused you to initially look for an adviser?

We needed to find a mortgage as we were moving house but we also needed some help finding life insurance

How has Trevor Mitchell helped you?

He was very knowledgeable helped us find the best mortgages that were on offer at the time. He also made sure he was always checking for better options and worked within our challenges.

Have you seen the outcome you were hoping for?

Yes we have on both mortgages and life insurance

What could they have done better?

Nothing. We were really happy with everything.

What were the circumstances that caused you to initially look for an adviser?

Advice was required for life assurance

How has Trevor Mitchell helped you?

He sourced new quotes and was very helpful advising us on the options and how the policy should be structured

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I don't think he could have done any better

What were the circumstances that caused you to initially look for an adviser?

We required a financial advisor to help us with our mortgage.

How has Trevor Mitchell helped you?

Trevor provided us with sounds expert advise which we easy to understand to help us with our mortgage in the current climate.

Have you seen the outcome you were hoping for?

Yes, we have the outcome we require, all thanks to Trevors excellent knowledge and expertise.

What were the circumstances that caused you to initially look for an adviser?

I was looking for life insurance and protection.

How has Trevor Mitchell helped you?

Trevor has been very patient - he listens and understands my concerns and needs. He is knowledgeable and good at explaining insurance policies. Excellent service highly recommended.

Have you seen the outcome you were hoping for?

Yes, and I am very happy

What could they have done better?

I honestly can't think of anything.

Please provide a brief comment about your experience with Trevor

We have been very impressed with our first two virtual meetings with Trevor. He has helped us think more strategically about our finances. We are yet to understand his prices but are confident he has our interests at heart

Please provide a brief comment about your experience with Trevor

Trevor responded quickly and was immediately professional and helpful. I was looking for some advice around property investment and also tax. Trevor explained the pros and cons of different investment options which gave me the clarity I was looking for. If I do go down a property investment route then Trevor will assist regarding mortgages and any further advice. He also put me in touch with colleagues regarding tax and the legal side, both of whom were extremely helpful. Ultimately, as a family we want a long term relationship with a financial advisor for all the financial decisions we will require advice for over the years, and I feel confident we have found that with Trevor

Please provide a brief comment about your experience with Trevor

Very knowledgable , helped explain information in great detail , went out of his way to help us

What were the circumstances that caused you to initially look for an adviser?

I have returned from working overseas and my circumstances has changed and need to review my life insurance and protections

How has Trevor Mitchell helped you?

From the outset Trevor fully understood my concerns and needs he is very calm listens very well and has a great bedside manner so to speak - his knowledge was outstanding and with full consultation we were able to find the right products for me and my family

Have you seen the outcome you were hoping for?

Completely

What could they have done better?

I honestly can't think of anything - did want to say I have enjoyed the relationship and looking to further products with Trevor based on the trust we have built

What were the circumstances that caused you to initially look for an adviser?

I needed a broker to find me the best deal possible

How has Trevor Mitchell helped you?

Trevor searched and found the best deal he could , and was helpful and dedicated 100% throughout the search

Have you seen the outcome you were hoping for?

He found us a deal and we got the mortgage we wanted , thanks Trevor for all your help

What could they have done better?

Nothing he did everything , there’s nothing to fault

What were the circumstances that caused you to initially look for an adviser?

I required a mortgage for a buy to let property that is over a commercial property so I needed specialist advice.

How has Trevor Mitchell helped you?

Trevor sourced a mortgage company with great rates and secured the mortgage.

Have you seen the outcome you were hoping for?

Yes, very much so.

What could they have done better?

N/A

Please provide a brief comment about your experience with Trevor

Trevor has been really helpful in helping us pick a mortgage and has gone out of his way to try and get us the mortgage that suits what we need.

Please provide a brief comment about your experience with Trevor

Trevor has been a great help to me with finding the right mortgage. As soon as I find the house, I will be taking the mortgage he recommended. I also plan to speak to Trevor late on in the year around my pension and investments

What were the circumstances that caused you to initially look for an adviser?

Once we had children we wanted to ensure they would be looked after financially should anything happen to my huband and I. Having children also prompted us to think about money differently and we wanted to make some long terms investments while we are still relatively young.

How has Trevor Mitchell helped you?

He guided us through the personal protection process and made sure he understood what it was we were looking for so that he could find the most suitable products in our price range. With the investment process, Trevor has taken time at the outset to understand our goals and the level of risk we are willing to take. He has prompted us to think about things we hadn't thought of which has been really helpful.

Have you seen the outcome you were hoping for?

Yes - all of our personal protection is now in place and we are working towards a suitable investment package.

What were the circumstances that caused you to initially look for an adviser?

After having children we wanted to ensure we had the suitable insurance protection in place. We have also been looking for someone who can advise on our investments both for now and the future.

How has Trevor Mitchell helped you?

Trevor fully reviewed our situation and found us the suitable insurance policies we needed and reviewed and recommended appropriate invesments after fully understanding our attitude to risk. Trevor made it easy to understand all the intricacies and was very thorough in finding out what we needed and recommending what was right for us as well as ensuring we fully understood all the details. Trevor is very friendly and approachable and always quick to come back to us when we have any questions.

Have you seen the outcome you were hoping for?

Yes, we now have all the appropriate insurance policies in place. We also have a much clearer understanding of our investments and our attitude towards risk. Trevor has supported in building a plan for our future.

Please provide a brief comment about your experience with Trevor

Trevor is an excellent advisor. I felt like he really understood my requirements, and was very thorough and diligent in his research. I was impressed with his integrity - clearly acting in my best interests and preferring to build a relationship over the long term through trust and transparency rather than chase a quick buck like other advisors I've worked with in the past - rare these days! Highly recommended.