2 Plan Wealth Management

After having children we wanted to ensure we had the suitable insurance protection in place. We have also been looking for someone who can advise on our investments both for now and the future. Trevor fully reviewed our situation and found us the suitable insurance policies we needed and reviewed and recommended appropriate investments after fully understanding our attitude to risk. Trevor made it easy to understand all the intricacies and was very thorough in finding out what we needed and recommending what was right for us as well as ensuring we fully understood all the details. Trevor is very friendly and approachable and always quick to come back to us when we have any questions.

I required a mortgage for a buy to let property that is over a commercial property, so I needed specialist advice. Trevor sourced a mortgage company with great rates and secured the mortgage.

Trevor has been a great help to me with finding the right mortgage. As soon as I find the house, I will be taking the mortgage he recommended. I also plan to speak to Trevor late on in the year around my pension and investments

Once we had children we wanted to ensure they would be looked after financially should anything happen to my husband and I. Having children also prompted us to think about money differently and we wanted to make some long terms investments while we are still relatively young. He guided us through the personal protection process and made sure he understood what it was we were looking for so that he could find the most suitable products in our price range. With the investment process, Trevor has taken time at the outset to understand our goals and the level of risk we are willing to take. He has prompted us to think about things we hadn't thought of which has been really helpful.

Trevor is an excellent advisor. I felt like he really understood my requirements, and was very thorough and diligent in his research. I was impressed with his integrity - clearly acting in my best interests and preferring to build a relationship over the long term through trust and transparency rather than chase a quick buck like other advisors I've worked with in the past - rare these days! Highly recommended.