A Finance

Trevor started his financial services career in 1987 as "The Man from the Pru" having originally been a qualified electrician and then a planner estimator with the NHS. His interest in investments began before his career in financial services when in 1984 he won the "BBC Money Box investor of the year" competition.

A Finance Ltd offers an initial consultation of upto an hour without charge or obligation. This is not only to make sure that we can help you with your particular issue, but to confirm that our relationship will be profitable. If you need (3) "regulated advice" you'll receive full details of the way that we engage and the expected costs before you make any commitment. Spending any part of this hour gathering your personal details is not very productive and may leave little time to discuss your options.

Pensions have been around for a long time, but for most personal pensions and some workplace pensions the rules about how you can take the benefits have changed. Rules are set out by the government in various pension acts that pass into legislation via parliament. The government via HM Revenue and Customs (HMRC) oversees the valuable tax benefits on pension contributions.

Our "Active Service" is very popular offering Face to Face advice (when possible or by video call) and ongoing annual reviews to make sure that your investments are meeting your expectations. Our information gathering and Initial consultation is without cost to you! This is for us establish your objectives and to assess how we can best help you.