Trevor's reviews
Reviewed for
Insurance and Protection ( 30 )
Mortgages ( 49 )
Pensions ( 36 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 19 )
Investments and Savings ( 37 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 7 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 26 )
Financial Mentoring ( 6 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 12 )
£100k - £200k ( 3 )
£50k - 100k ( 3 )
Up to £50k ( 14 )
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 East Sussex
4 days ago
Overall
Advice
Service
Value
How has Trevor Mitchell helped you since your last review?
Quality advice in my last review with very prompt follow up.
Trevor:
Thank you for the wonderful review! I look forward to continuing our working relationship for the forseeable future.Review
by a verified client in West Yorkshire
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Started a small buy-to-let property business and needed help with remortaging my residential property.
How has Trevor Mitchell helped you?
Arranged the remortgage, then subsequently arranged the BTL mortgage. More recently, my partner and I have moved our pensions and junior ISAs over to a company recommended by Trevor. He arranged everything and made the process very easy. He has also arranged for our medical insurance, life insurance, and income protection policies to be upgrading to match our current circumstances.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I would struggle to come up with a criticism. Trevor ahs been extremely helpful and professional throughout
Trevor:
Thank you for the wonderful review! I am delighted that I have been able to help you with each of your Financial Planning objectives so far and I look forward to a long working relationship with you both.Review
by a verified client in Hertfordshire
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to make invest my money with someone I could trust. And then to advise me with a mortgage
How has Trevor Mitchell helped you?
Trevor has been an enormous help. I could not have anyone better. He spends time explaining anything I don’t understand. He very much cares about your best interests.
Have you seen the outcome you were hoping for?
Yes, always.
What could they have done better?
Absolutely nothing.
Trevor:
Thank you for the wonderful review! I am delighted that I have been able to help you with your Financial Planning and I am looking forward to a long working relationship together.Review
by a verified client in Kent
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband was retiring and Trevor was one of the "unbiased" options we were offered.
How has Trevor Mitchell helped you?
He has provided good, solid advice. He is very engaging but not pushy and we would now consider him a good friend.
Have you seen the outcome you were hoping for?
Yes definitely.
What could they have done better?
Nothing.
Trevor:
Thank you for the wonderful review! It has been a pleasure getting to know you both and likewise I consider you to be friends. I look forward to us working together for the forseeable future.Review
by a verified client in West Sussex
17 days ago
Overall
Advice
Service
Value
How has Trevor Mitchell helped you since your last review?
He has guided me through planning my retirement and in to retirement.
Trevor:
Thank you for the wonderful review! I am delighted that your planned retirement has now become a reality and that you are enjoying every minute! I look forward to continuing our working relationship long into the future.