Smith Jackson Wealth Consultancy Limited
Senior Partner Practice of St. James's Place Wealth Management
Trevor has a wealth of experience with over 30 years advising his clients in all areas of financial planning including investment planning, retirement planning and Inheritance tax planning. Trevor aims to provide a personal and professional service to all of his clients, his goal is to help put his clients in a better financial position so that they can better achieve their personal objectives.
Outside of work Trevor enjoys meals out with his wife Lisa and four children, most evenings and weekends he spends the majority of his spare time taking the children to and from their sporting events.
The Partner Practice 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.
Smith Jackson Wealth Consultancy Limited is registered in England and Wales, Number 08444827. Registered Office: c/o BTMR Limited, Century Buildings, 14 St. Mary's Parsonage, Manchester, M3 2DF, England.