0330 038 8938
Based in Ingatestone
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: August, 2022
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Trey is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Trey's status
Last checked: 01 April 2025
Trey is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Trey's status
12
Recent Client Reviews
Trey has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Trey has received 12 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 27 January 2025
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.
Qualifications Uploaded
Trey has not yet added their qualifications to their profile
Qualifications not yet added
Trey has not yet added their qualifications to their profile
Transparent Fees
Trey has not yet added their fees to their profile
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Trey has not yet added their fees to their profile
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Trey (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Trey
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Trey (based on 6 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Trey is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Trey's status
Last checked: 01 April 2025
Trey is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Trey's status
12
Recent Client Reviews
Trey has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Trey has received 12 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 27 January 2025
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.
Qualifications Uploaded
Trey has not yet added their qualifications to their profile
Qualifications not yet added
Trey has not yet added their qualifications to their profile
Transparent Fees
Trey has not yet added their fees to their profile
Fees not yet added
Trey has not yet added their fees to their profile
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Trey (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Trey
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Trey (based on 6 first impressions)
I have worked in the Financial Services sector for over ten years, seven of which have been focused on financial advice. I provide lifestyle financial planning advice to help our clients achieve their life goals. My approach is to work collaboratively with clients and by focusing on their lifestyle objectives, aim to deliver the best possible outcomes. I hold the Advanced Diploma in Regulated Financial Planning and associated Chartered Financial Planner status.
Offers available through VouchedFor
Contact Trey 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 Trey's clients
Based on responses provided by clients who have reviewed this adviser
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