Trevor Gillard
DipPFS
I have worked in financial services for over 30 years and provide broad based, holistic advice to directors, professionals, the self employed and retired clients helping them with clear, practical solutions to the financial issues that concern them most.
My advice covers all areas of wealth management including protection for individuals as well as businesses, retirement planning, wealth protection and investment and estate planning.
My emphasis is on maintaining long term relationships with my clients to provide them with a source of trusted advice as their financial needs evolve over time.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
The Partner is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
