Position: Director, Chartered & Certified Planner
Tel: 01628 488478
Trevor started his financial services career in 1987 with Chase de Vere Investments. In 1990 he moved to Johnson Fry Financial Services, who were pioneers in tax efficient investment solutions with an asset management aspect to their business. As a Director of Johnson Fry Financial Services, Trevor was invited to participate in a management buy-out in 1995. Trevor established Premier Financial Management in 1999.
Trevor advises a long standing client base of high net worth individuals and families. He is also responsible for a number of corporate accounts, where Premier Financial Management provide employee benefit solutions.
Trevor studied modern languages at Exeter and Cambridge Universities and is a Fellow of the Personal Finance Society.
Outside work, Trevor is married with four children and remains a keen sportsman, playing and coaching hockey.
- Business startup
- Corporate tax planning
- Estate planning
- Investment and financial
- Personal tax planning
- Retirement strategies