Trevor Mitchell

Trevor Mitchell

Mitchell Private Clients Limited

Minimum savings/pensions: Over £250,000

Minimum mortgage: Over £500,000

0330 038 8939
Based in Forest-Row
View location
Top Rated 2026
Verified since: September, 2020
5 out of 5

95 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 18 February 2026

    Trevor and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 17

    Recent Client Reviews

    Verified reviews: 100%

    Trevor has received 17 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 09 February 2026

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 4

    Qualifications Uploaded

    4 qualification certificates available to view

    Trevor has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Trevor has provided information on their typical fees

    Trevor has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 11

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Trevor

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Trevor (based on 11 first impressions)

I am a Chartered Financial Planner and Fellow of the Personal Finance Society with many years experience of successful financial practice. I provide holistic financial planning to clients, helping them to navigate through their financial journey and achieve their goals – from their first mortgage, right through into retirement and all the investment decisions along the way. Of course, every client is unique, and so my approach is entirely personal; the aim is to get to know each individual and understand what’s important to them. As a 2plan adviser I have excellent relationships with professional firms such as accountants, solicitors and estate agents meaning that you can also benefit from a network of trusted professionals. In addition, it’s very important for you to be aware of the significant changes that have taken place over the last few years across the financial services sector. In particular, that each regulated financial adviser now has to hold much higher levels of qualification than ever before. In addition to passing the new exams, we must also hold a current “Statement of Professional Standing” (SPS Certificate). This not only indicates that we have signed up to a code of ethics but also that we have completed at least 35 hours of professional training each year, to stay up to date with changes in the industry, taxation and regulation. My SPS Certificate provides positive re-assurance to my clients that not only am I authorised by our Regulator (The Financial Conduct Authority) but also appropriately qualified and up to date. Give me a call when you’re ready to talk about your personal financial needs.