Trevor Wilshire – Chartered: Pension Specialist
Independent Financial Planner
MT Financial Management Office
Started in Financial Services:
Chartered Financial Planner
Fellow of The Personal Finance Society
Advanced Diploma in Financial Planning
As the Director and a Chartered Financial Planner, Trevor advises clients on all aspects of their financial planning.
The professional experience he has gained throughout his career, which spans over 25 years, helps him to provide a bespoke service tailored to each client’s specific needs and situation.
Trevor provides impartial financial advice to business owners, professionals and retired clients, specialising in giving guidance on retirement planning, business financial planning, pension and divorce issues, and in the creation and ongoing management of investment portfolios.
Being an Independent Financial Adviser and a Fellow of the Personal Finance Society, Trevor is fully committed to professional development and ensuring that MT Financial Management continues to offer a first class service to all its valued clients.
Trevor has lived in and around Spalding all his life and is married with three children. When not at his desk, he enjoys being ‘Dad’s Taxi’ and family activities. He is also a member of the National Trust and enjoys walking in the countryside.