Trevor is a Chartered Financial Planner, providing holistic advice to personal, corporate and trust clients. He specialises in retirement planning, investment portfolio management, trust and tax planning and long-term care insurance.
Top Rated Advisor
Trevor Smith APFS
Chartered Financial Planner
Trevor has over 40 years’ financial services experience, including 15 years as an independent financial advisor. Prior to becoming an IFA, he worked for a number of investment groups including Skandia and Old Mutual, where he headed up the technical marketing department.