Trevor joined our financial planning team in October 2019 as a highly experienced and enthusiastic independent financial planner.
He deals with a wide range of financial planning advice for both personal & family clients together with the full range of business clients. He is keen to build long term relationships and regularly review his client’s financial plans with them.
Trevor is level four qualified, keeps himself fully up to date with the latest industry information, which helps develop clients plans year on year in an ever constantly changing economic environment.
Originally from the north east he started off in mainstream banking before moving to financial planning in 1991. After holding a number of high profile positions, he built a successful financial services business with a colleague before selling his holding to re-locate to Cumbria.
Trevor has two grown up sons and lives with his partner Margaret in Langwathby. He enjoys walking the fells in Cumbria with Margaret, Fly Fishing for Brown Trout and has already manged to walk his three-year-old grandson up Hallin Fell above Ullswater under his own steam.