Trevor's reviews
Reviewed for
Pensions ( 32 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 36 )
Investments and Savings ( 90 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 32 )
Long Term Care ( 10 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 61 )
Financial Mentoring ( 15 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 17 )
£100k - £200k ( 12 )
( 1 )
£50k - 100k ( 3 )
Review
by a verified client in North Yorkshire
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A good way of planning our retirement .
How has Trevor Shelley helped you?
So far we have had a good retirement helped by his advise
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in North Yorkshire
9 days ago
Overall
Service
Advice
Value
What were the circumstances that caused you to initially look for an adviser?
Manage some of my investments
How has Trevor Shelley helped you?
Recommended investments and given good pension advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nil
Review
by a verified client in North Yorkshire
14 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
No
How has Trevor Shelley helped you?
Expert financial advice and inheritance planning
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No
Review
by a verified client in Durham
14 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A lump sum inheritance
How has Trevor Shelley helped you?
Gave good advice on investments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not aware of anything that could have been done better.
Review
by a verified client in Durham
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Lump sum when leaving ICI
How has Trevor Shelley helped you?
Secured investments according to my wishes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Don't know