Trevor Mitchell

This review is a follow-up review from a client who left a review previously.

How has Trevor Mitchell helped you since your last review?

I feel that Trevor understands my circumstances, my immediate and longer term aims and my attitude to risk. Any advice I receive is always given with my needs in mind and I am always confident is acting with my best interests at all times.

This review is a follow-up review from a client who left a review previously.

How has Trevor Mitchell helped you since your last review?

Trevor continues to be a valuable source of information and guidance for me. Having Trevor's help and support means I can be comfortable in the knowledge that the financial side of things in my life is taken/being taken care of. Trevor is super friendly and approachable whilst being highly professional. A top guy. Would highly recommend (and have done to many of my friends!).

This review is a follow-up review from a client who left a review previously.

How has Trevor Mitchell helped you since your last review?

Trevor advised me where to invest my savings

This review is a follow-up review from a client who left a review previously.

How has Trevor Mitchell helped you since your last review?

He kept us appraised of a downturn in the financial markets earlier in the year, with an explanatory email, which was great, and helped allay any worries. He keeps us on our toes where our finances are concerned in a friendly manner!

What were the circumstances that caused you to initially look for an adviser?

Planning for retirement and wanting to consolidate multiple workplace pensions

How has Trevor Mitchell helped you?

Simplified the process, explained each step of the way, taken to worry and effort away from the process. I have now consolidated my 10 pension schemes and have a well constructed and easy to understand retirement plan

Have you seen the outcome you were hoping for?

Yes. The pension schemes are consolidated as planned and I have confidence in a retirement plan.

What could they have done better?

Nothing. Trevor has been friendly, attentive, always willing to help and explain processes that I didn’t understand and efficiently responsive. Couldn’t have asked for anything more. I went into this process with worry and concern about how to even start this daunting process, but Trevor was quick to put me at ease and gain my trust.