Stockbridge
Trevor has over 40 years’ financial services experience, including 15 years as an independent financial advisor. Prior to becoming an IFA, he worked for a number of investment groups including Skandia and Old Mutual, where he headed up the technical marketing department.
Trevor is a Chartered Financial Planner, providing holistic advice to personal, corporate and trust clients. He specialises in retirement planning, investment portfolio management, trust and tax planning and long-term care insurance.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
