Trevor Shelley

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

I wanted someone to help manage my money to give a steady return

How has Trevor Shelley helped you?

Trevor has always explained things clearly which has helped my understanding

Have you seen the outcome you were hoping for?

Yes

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

I inherited my Father’s portfolio and I got very lucky that Trevor came with it & I wouldn’t have it any other way.

How has Trevor Shelley helped you?

Assisting me with a pension form that I couldn’t understand. Keeping me right about the Portfolio. Knowing that he is there should I need him between the annual updates.

Have you seen the outcome you were hoping for?

We will not mention the war but yes all things considered.

What could they have done better?

Nothing I trust him implicitly.

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

Advise on consolidating a number of pensions having returned from working overseas and ensuring that my pension was invested in the best possible way.

How has Trevor Shelley helped you?

Absolutely. Initially Trevor helped me to organise my pension to obtain the best possible outcomes but more recently has been a huge help in assisting me to draw down on my pension funds in a timely manner to help finance urgent family medical costs.

Have you seen the outcome you were hoping for?

Yes, however recent unforeseen circumstances have somewhat dictated the outcome.

What could they have done better?

Nothing springs to mind. Trevor has always been exceptional in delivering advise and actioning any requests in a timely manner.

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

Advised by ICI Wilton

How has Trevor Shelley helped you?

Directed us how to invest in our finances.

Have you seen the outcome you were hoping for?

Very Much So

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

I took early retirement and wanted advice on how best to invest the money I had keep up above inflation and provide for futgufre I took early retirement and required advice on how to future proof my cash pot Against inflation and meet future needs.

How has Trevor Shelley helped you?

He was extremely helpful and gave detailed reasons regarding his advice.

Have you seen the outcome you were hoping for?

Yes - excellent.

What could they have done better?

Nothing I can think off.