Trevor Iredale

//Trevor Iredale
Trevor Iredale2019-08-15T16:18:47+00:00

Project Description

Dip PFS, Independent Financial Adviser
Areas Covered: Lancaster, Kendal, Cartmel, Windermere, Keswick, Penrith

Trevor Iredale, Independent Financial Adviser who is originally from the North East, is strongly committed to providing clients in Cumbria with a personalised service, tailored to meet the specific needs of his private individuals and local business clients.

He prides himself on the time he takes in getting to know each of his clients and understanding their individual circumstances. Trevor feels this is a very important process to help clients build a financial plan for the future.

Trevor is passionate about financial planning and keeping up to date with the latest information and techniques.

With a wealth of experience in the financial services industry, in his formative years, he worked in a major high street bank, giving him a solid grounding.

In 1991 Trevor took the opportunity to re-train as an Independent Financial Planner. This enabled him to deliver financial planning advice to both personal and business high net worth clients.

After re training, Trevor founded his own advisory firm in Stockton, Cleveland. Trevor spent a lot of his leisure time visiting Cumbria, and some years later decided to relocate and moved to Cumbria permanently.

Trevor joined True Bearing because he felt the firm’s ethos would enable him to provide bespoke independent financial planning advice. Trevor believes the core of good client outcomes, is to continue to advise clients around their objectives and financial plans. This then allows Trevor to deliver independent financial advice in a structured straight forward process which clients fully understand.

Outside of work, Trevor lives with his partner Margaret in Langwathby east of Penrith. They both enjoy fell walking throughout Cumbria and visiting Greek Islands. Trevor is also a keen gardener and enjoys fly fishing.

For Advice On:

Corporate Financial Planning
Investments
Retirement Planning/Options
Protecting Income
Estate Planning
Shareholder Protection
Inheritance Tax Planning
Trusts
Life Assurance
Care Fees Planning
Taxation Planning

Qualifications:

Diploma in Financial Planning
Financial Planning Certificate
Certificate in Life & Pensions

CF1 – UK Financial Services, Regulation and Ethics
CF2 – Investment and Risk
CF3 – Financial Protection
CF4 – Retirement Planning
CF6 – Certificate in Mortgage Advice
CF8 – Long Term Care Insurance

FP1 – Financial Planning Certificate
FP2 – Financial Planning Certificate

J04 – Pension Funding Options
J05 – Pension Income Options
J06 – Investment Principles, Market and Environment
J11- Wrap and Platform Services

R03 – Personal Taxation

Trevor Iredale
Trevor IredaleIndependent Financial Adviser
Office: 01257 260011

Mobile: 07792 808806

Read More