Trevor's reviews
Reviewed for
Insurance and Protection ( 29 )
Mortgages ( 45 )
Pensions ( 27 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 15 )
Investments and Savings ( 29 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 5 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 20 )
Financial Mentoring ( 5 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 9 )
£100k - £200k ( 3 )
£50k - 100k ( 3 )
Up to £50k ( 13 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in West Sussex
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Overall need for assistance with financial planning, given the retirement of a previous adviser
How has Trevor Mitchell helped you?
Reviewing all aspects of finances and financial planning, and making sensible recommendations, explained clearly, at reasonable and transparent rates
Have you seen the outcome you were hoping for?
Yes, outcomes have been broadly good
Trevor:
Thank you for the wonderful review. I am delighted that I have been able to help you with your overall Financial Planning. I look forward to a long working relationship with you and your family.Review
by a verified client in Kent
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Required applying for a mortgage
How has Trevor Mitchell helped you?
He has helped me jump through hurdles, he explained the process to me in layman’s terms and kept in contact throughout the process.
Have you seen the outcome you were hoping for?
Yes
Trevor:
Thank you for the wonderful review! I am delighted that I was able to help you move home. I look forward to a long working relationship with you going forward.Repeat review
by a verified client in Wiltshire
17 days ago
Overall
Advice
Service
Value
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?
There has not been much need for Trevor's help since the last review, but he always makes himself available when necessary.
Trevor:
Thank you for the wonderful review! I am delighted I have been able to help you with your retirement planning and I look forward to a long working relationship with you going forward.Review
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking to make the most of my income and make my pension work harder
How has Trevor Mitchell helped you?
Trevor has given really great, useful and practical advice. I have consolidated my pensions and Trevor is now managing them, making it more efficient and represent my retirement goals.
Have you seen the outcome you were hoping for?
Yes, I have a better understanding of my financial goals and clear steps to get there.
What could they have done better?
N/A
Trevor:
Thank you for the wonderful review. I am delighted that I have been able to help you plan for your retirement and I look forward to a long working relationship with you.Review
by a verified client in West Sussex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice on Pensions
How has Trevor Mitchell helped you?
Retirement planning
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, i'm very happy and confident with the quality of advice received.
Trevor:
Thank you for the wonderful review. I am delighted I have been able to help you plan for your Retirement. I look forward to a long working relationship with you and your family.