Trevor Wallbridge

Financial Planner
DipFA - Diploma for Financial Advisers
CeMAP - Certificate in Mortgage Advice & Practice
Unit 1, Fulcrum 2, Solent Way, 
Whiteley, Fareham, PO15 7FN
01489 585 581

Skills & Area's of Advice

Pension Advice
Retirement Planning
Investment & Pre-Retirement Planning
Protection

Experience & Achievements

Worked across all client areas, including private clients, corporate clients, and vulnerable clients.
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.

About Trevor Wallbridge

"I am a financial adviser based in Stoke-on-Trent, Staffordshire, with over 30 years of experience in the financial industry. I take great satisfaction in not only helping clients achieve their goals, but also helping them get back on track with their finances.

I deliver 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. 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.

Outside of work, I enjoy golf and have the honour of being President of my golf club. I also enjoy music and play the piano to a grade 8 standard."

Award Winning Network

Beals Wealth Management are proud to be part of Quilter Financial Planning, an award-winning network celebrated for its outstanding customer service, innovative platforms, and exceptional financial strength.

Recognised for Service

FT Financial Adviser Service Awards 2024 - Five Stars (Platform, Pension, Investments)
Defaqto - Gold Service (Platform, Pension, Investment Bond)
Investment Life & Pensions Moneyfacts Awards 2024 - Best Online Service

Highly Rated Products

Defaqto - 5 Star rating (Platform, Personal, Pension, Drawdown & Onshore Bond)
Defaqto - 5 Diamond rating (WealthSelect, Monthly Income, Cirilium Blend, Cirilium Passive and Creation)
Money Marketing Awards 2024 - Best Retirement Provider

Exceptional Platform

Member of The London Institute of Banking and Finance
Schroders UK Platform Awards 2024 - Platform of the Year
Investment Life & Pensions Moneyfacts Awards 2024 - Best Wrap/Platform
Inheritance Tax Planning, Trusts, Tax Planning, Estate Planning, Will Writing & Powers of Attorney are not regulated by the Financial Conduct Authority.

Tax treatment varies according to individual circumstances and is subject to change.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited. March 2025

Registered office address: Unit 1 Fulcrum 2 Solent Way, Whiteley, Fareham, England, PO15 7FN. Registered in England and Wales under reference 08286166
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