Trey's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 1 )
Pensions ( 33 )
Retirement income (annuities, drawdown) ( 22 )
Investments and Savings ( 28 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 17 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 36 )
Financial Mentoring ( 4 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 7 )
£100k - £200k ( 7 )
Up to £50k ( 1 )
£50k - 100k ( 1 )
( 1 )
First impression
by a VouchedFor user
16 days ago
Overall
Please provide a brief comment about your experience with Trey
Trey kindly organised a conference call along with his colleague Laura Emerson concerning my mothers assets and how potentially they could be managed knowing that she has longterm care requirements in a private nursing home. There was no mention of consultation fees from their side at this stage and only consideration about what advice they could provide me and my family to best appropriate my mums assets. I received sound advice and a prompt summary of our discussions. Immediately this made me feel that maybe they could assist me personally with other financial issues unrelated to this matter. After asking the question, being a non UK resident Trey confirmed that he was unable to assist me but I did appreciate the professionalism of our discussions and would highly recommend both Trey and Laura in the future and of course the company they represent.
Trey:
Hi Andrew, Thank you for taking the time to leave a review and for your positive feedback. We are glad that you found the exploratory meeting helpful and hopefully this has answered some of your questions and made the next steps clearer, regardless of whether you decide to work with us going forwards. TreyReview
by a verified client in Kent
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Trey Vella helped you?
Trey explored our retirement options
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Trey has been very thorough
Trey:
Hi Lisa, Thank you very much for taking the time to leave a review and for the positive comments. I am pleased to hear that your experience has been a positive one and hope that our recent work together has helped to clarify your finances and given some food for thought in regards to your future plans. I am looking forward to continuing to work with you to help you achieve your retirement goals.Review
by a verified client in Essex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Concerns around inheritance tax planning and general financial advice
How has Trey Vella helped you?
Set out clearly our financial situation and advised on specific issues such as Powers of Attorney, Pensions, Investment and financial planning for the future
Have you seen the outcome you were hoping for?
Yes we are happy with the advice we have received so far
What could they have done better?
Nothing comes to mind
Trey:
Hi Kate, Thank you for taking the time to leave your positive review. I am very glad to hear that you have found the service beneficial and it has been great working with you to help demystify your finances! TreyReview
by a verified client in Essex
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Receipt of an inheritance
How has Trey Vella helped you?
Trey has been very helpful in getting us to consider current and future needs and ensure we are well placed whatever comes along
Have you seen the outcome you were hoping for?
whilst markets were not kind initially, things have improved considerably in the last year but we always knew that was possible and are very happy with progress overall
What could they have done better?
Nothing
Trey:
Hi David, Thank you for taking the time to leave a review for me. As you mention, the timing of the initial investment/consolidation was unfortunate in that it coincided with some difficult market conditions. However, sticking with the appropriate strategy has seen positive progress, which is great. I am also glad to hear that our wider planning work outside of the investments has continued to benefit you. I look forward to continuing to work with you going forwards. TreyReview
by a verified client in Leicestershire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were looking for financial advice from an overview position with independence of thought.
How has Trey Vella helped you?
Trey has made the process of understanding and actioning financial planning straightforward and factually based. The clarity of actioning financial choices has been liberating and fulfilling. Trey is a good listener - he puts our needs first and foremost in the discussion and reminds us to keep this in mind when building up to key decisions.
Have you seen the outcome you were hoping for?
Yes, the outcomes have been progressive rather than spectacular, but they have been planned and have fulfilled that plan at each year end.
What could they have done better?
Nothing. The planning and communication has been robust, sincere and considered.
Trey:
Hi Andrew, Thank you for leaving a positive review. I am really pleased to hear that we are continuing to deliver value and positive outcomes for you and the rest of your family. It is always a pleasure working with you and I am looking forward to continuing to do so for the foreseeable future! Trey