Trevor Colley
DipPFS
Based in East Sussex, I provide wealth management advice to clients predominantly in Sussex, Kent and Surrey however also as far afield as Leicester.
My career in Financial Services began at the beginning of 1994 with Britannic Assurance as a Financial Adviser involved in all areas of Investment and Pension advice. Career advancement took me to Legal & General in 2001 where I specialised as an Investment Adviser.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
About
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service.
Outside of my business, I am a keen fitness enthusiast and fisherman.
Charity is also important to me and I regularly support, in particular, children’s charities.
In line with my professional background, I have focussed on developing specialist knowledge and am now fully qualified in investment and pension planning. However, as a representative of St. James's Place, my service is enhanced and complemented by the provision of advice covering the area of Inheritance Tax planning by working with a specialised qualified colleague.
Fundamentally I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Testimonials
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.
