Trevor Mitchell

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.

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

I was unsatisfied with the advise I was receiving from a previous adviser, so shopped around for a new adviser. I found Trevor on Pension Wise's recommended adviser list.

How has Trevor Mitchell helped you?

Trevor has assisted me in transferring my pension assets to a more flexible, manageable and cheaper platform than previously. He has also helped my me understand how best invest money in the future, in most tax efficient way and plan my retirement.

Have you seen the outcome you were hoping for?

Yes, the outcome was more than I had hoped for.

What could they have done better?

Nothing.

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

I was looking to buy my first home with my partner

How has Trevor Mitchell helped you?

Trevor has helped us every step of the process in buying our house. He was very thorough in explaining the steps of the process and helping us understand mortgages. After we chose our mortgage provider and found a property we loved he offered recommendations for conveyancers and surveyors for us to use. He also aided us with getting personalised coverage matching our individual circumstances along with recommending next steps for things such as wills/power of attorney.

Have you seen the outcome you were hoping for?

Yes, we were able to get a mortgage offer we were happy with and coverage that makes sense for us.

What could they have done better?

Nothing, Trevor has been communicative throughout the entire process and without him it would not have gone as smoothly as it has so far.

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

We were first time buyers needing a mortgage.

How has Trevor Mitchell helped you?

He helped us find the right mortgage for us, explaining everything along the way so it all made sense. He also helped us find the right insurance for us.

Have you seen the outcome you were hoping for?

We've definitely seen the outcome we were hoping for and better. Trevor was extremely helpful and made the process as easy as it could be.

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

Buying and selling properties.

How has Trevor Mitchell helped you?

He has been amazing in every way possible. Any questions regarding our mortgage he has been at the end of the phone. Helped with different routes, different lenders, different options, advice on how to go about things. Everything.

Have you seen the outcome you were hoping for?

In our previous buy, we have for the house we are currently in. But Trevor is doing his very best I believe at the moment to get the outcome we need next.

What could they have done better?

Nothing they I can really think of. He’s honestly been amazing