Trevor Wallbridge Financial Planner

I am a financial adviser based in Stoke-on-Trent, Staffordshire, with over 30 years of experience in the financial industry. I started my career working for Royal London as a life specialist advising clients on protection, investments, and retirement planning.

I took great satisfaction in not only helping clients achieve their goals, but also helping them get back on track with their finances.

This naturally led to Wealth Management. I take pride in delivering a professional and friendly service, with my primary focus on creating a bespoke plan for all my clients to help them achieve their financial goals. I then monitor that plan to ensure targets are achieved and any changes that are required are dealt with promptly. The review service we offer makes sure that any changes in circumstances that could alter any previous recommendations can be dealt with to make sure the plans in place still meet the clients needs now and in future years.

Our first meeting is an opportunity for me to introduce myself and run through all the services we offer. I have never used jargon and explain things simply and in a clear a precise manner. Experience and feedback from clients have indicated that after our first meeting, they will know exactly how I can help them, and the costs involved. I can advise on all aspects of investment planning for you and your family’s financial future. In the rare occasion that I am asked to advise on matters that fall outside my knowledge and qualification level we have specialists within the company that will advise accordingly.
On a personal level, I have 3 children, aged 42, 36, and 26. I devote my spare time to spending quality time with my family and friends. I also have qualifications in Piano Forte and Art.

Experience & Achievements

•    Membership of The London Institute of Banking and Finance (LIBF)
•    Worked across all client areas, including private clients, corporate clients, and vulnerable clients. Worked with professional connections such as accountants, estate agents and solicitors
•    Built a reliable network by providing advice and high-quality services to local individuals, business owners, people starting on the property ladder, clients in the mid-stage of working life, and people coming up to retirement wanting to look to  maximise their standard of living

Inheritance Tax Planning, Some Buy to Let Mortgages & Employee Benefits are not regulated by the Financial Conduct Authority

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Your home may be repossessed if you do not keep up repayments on your mortgage.