Trevor was very thorough and careful in assessing what was a complicated and difficult set of circumstances and achieved a result from the pension providers that simply would not have been achieved without his expert knowledge and experience.
Mr B – Falmouth, Cornwall
Excellent communication and advice, always willing take time with the client to ensure full understanding of what you are doing and why. Also likes cup of tea and a rich tea biscuits!!
Mr & Mrs W – Wellington, Somerset
Trevor is now treated as a family friend who happens to give financial advice. The only difference is that when I’ m paying for a visit, he wears a suit and a tie!
Mr & Mrs H – Milverton, Somerset
Trevor is always available and ready to discuss any queries, he has been advising me since my first husband died in 1993 and continues to be a great support to Brian and me with our present investments.
Mrs K – Somerset
Very approachable and explains things well.
Mr & Mrs C – Wellington Somerset
Trevor understands the levels of investment that we have and the level of risk we can tolerate and makes sound product suggestions based on his research. He explains both the positive and negative aspects of these products. He reviews our investments on an annual basis and takes time to explain any developments or changes that have occurred. We know we can contact Trevor via email or by phone at any time and he will make a very prompt reply. Trevor has explained the multiple changes that have taken place in the charging policy of financial advisors and we consider this is a reasonable and fair system.
Mr & Mrs O – Taunton, Somerset
Trevor has been my financial adviser for the over 25 years and everything he has advised me to do has been 1st Class and would have no hesitation in recommending him and I am well on my way to setting myself to the pensions I wanted when I retire thanks to Trevor.
Mr W – Taunton, Somerset
Trevor understands my circumstances well, delves and investigates into the mire of pensions and makes sure I understand the details of what he discovers.
Mr P – Warminster, Wiltshire
I was suddenly in a situation where I had to manage my finances alone, after my husband’s death. I had little idea of how to go about it, how to invest the insurance payouts etc, whilst coping emotionally with a young son and my own grief. I was in a pretty bad way but was saved by the recommendation of Trevor Phelps, described as an excellent Financial Adviser. That was exactly what he turned out to be, from the very first moment we met. I could not have had better support, excellent advice explaining everything very clearly and carefully ensuring that I was understanding each and every process. I can not get over how calm and considerate he always was, even when I asked irrelevant questions, needed urgent advice at short notice or access to savings at even shorter notice! He has managed my finances for 13 years now and I judge myself to have been most fortunate to have had him see me through the bleak part of my life and now helping me plan in my more twilight years.
I am a fairly disorganised person, frequently very last minute but Trevor always coped with these last minute requests. There is nothing about him that needs to change but I do know that he is successfully and very quietly training me to be more organised with my finances. As I look back over the 13 years, I see that he has slowly and calmly been building my own confidence from a financial point of view. Who would want to change anything? I am clearly the very lucky person to have been so well looked after at a time of great need with my financial planning.
Mrs S – Somerset
Not being financially minded, he explained everything thoroughly and made sure I understood everything fully. Over the six years I\’ve received advice I have profited in my investments from Trevor’s advice.
Mr B – Kingston St Mary, Somerset
Trevor has been my financial adviser for over 5 years, during this time I have received helpful and constructive advice especially since being diagnosed with with Parkinson’s Disease and have many concerns as to my future medical care, as my condition progresses and the cost of care rises. I feel confident that I can contact Trevor any time, to discus any issues that arise regarding my finances and always get a prompt reply.
Mrs W – Wellington, Somerset
Don’t need to give great account except to say that he is always at the end of the phone if ever I need him, and has been since we first met.Miss G – Taunton, Somerset
Explained in layman’s terms and extremely patient until he feels we have grasped the points or advice offered.
Mr B – Milverton, Somerset
He inspires confidence with someone who has no financial knowledge or interest in this area. He has a friendly and caring attitude and respects someone who feels very ignorant in this area. His explanations about finance are geared to the client he is with and if like me I accept his knowledge and, have always had satisfactory results. He is good at taking an over view of the situation and then working with that.
Ms S – Trull, Somerset
Very discreet and also informative. Trevor ensures we have a fill grasp of the facts and is very impartial.
Mr R – Bridgwater
Contact us now to find out more or complete our enquiry form.
Tel: 01823 400 880
A Finance Ltd is Authorised and Regulated by the Financial Conduct Authority
FCA Number 584606.
Company number 08090663. Registered in England and Wales
Registered Office address: Penzmead, Station Road, Milverton, Taunton, TA4 1LD
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