Trey Vella

Trey Vella

HarperLees Financial Planning

Minimum savings/pensions: Over £250,000

0330 038 8938
Based in Ingatestone
View location
Top Rated 2026
Verified since: August, 2022
4.9 out of 5

72 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 01 February 2026

    Trey is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Trey's status

  • 12

    Recent Client Reviews

    Verified reviews: 100%

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

  • Independent Financial Adviser

    Last checked: 26 January 2026

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Trey has not yet added their qualifications to their profile

  • Transparent Fees

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    Trey has not yet added their fees to their profile

  • 13

    Positive First Impressions

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

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Trey (based on 13 first impressions)

I have worked in the Financial Services sector for over ten years, seven of which have been focused on financial advice. I provide lifestyle financial planning advice to help our clients achieve their life goals. My approach is to work collaboratively with clients and by focusing on their lifestyle objectives, aim to deliver the best possible outcomes. I hold the Advanced Diploma in Regulated Financial Planning and associated Chartered Financial Planner status.