Trevor Shelley
Ellis Bates Financial Advisers (part of Shackleton)
Minimum savings/pensions: Over £250,000
0330 038 8942
Based in Saltburn-by-the-Sea
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: October, 2022
4.7 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Trevor is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Trevor's status
Last checked: 28 February 2025
Trevor is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Trevor's status
32
Recent Client Reviews
Trevor has received 32 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Trevor has received 32 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: 04 March 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
Trevor has not yet added their qualifications to their profile
Qualifications not yet added
Trevor has not yet added their qualifications to their profile
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
Checks carried out by VouchedFor
FCA status: Certified by Firm
Trevor is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Trevor's status
Last checked: 28 February 2025
Trevor is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Trevor's status
32
Recent Client Reviews
Trevor has received 32 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Trevor has received 32 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: 04 March 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
Trevor has not yet added their qualifications to their profile
Qualifications not yet added
Trevor has not yet added their qualifications to their profile
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
Trevor has practiced as a Financial Adviser for over 25 years. He holds the Chartered Insurance Institute’s Diploma in Financial Planning, plus additional qualifications and expertise in the areas of pension advice and mortgage planning. Married and without children, the freedom this brings means he can spend holidays travelling in the Caribbean, a favourite destination. He has an Open Water Diver qualification in scuba diving and is a keen amateur photographer and fly-fisherman.
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
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