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Trevor Wilshire – Chartered Financial Planner

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spalding_staff_trevorAs 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.

Pension Transfer Specialist

Contact Details

The Merchants House
The White Hart
Market Place
PE11 1SU

Telephone: 01775 717220

Fax: 01775 717225


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MT Financial Management Ltd is authorised and regulated by the Financial Conduct Authority
( Financial Services Register No: 452952

Registered Address: Bank House, Broad Street, Spalding, Lincolnshire, PE11 1TB
Registered in England, No. 03195612

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning,
taxation and trust advice, offshore investments or school fees planning.

The information contained within this site is subject to the UK regulatory regime and is therefore
targeted primarily at consumers based in the UK.
Chartered Financial Planners