Team Member
Trevor Doorly-Jones
Wealth Planner
Qualifications
- MDP – National Certificate in Wealth Management
- National Development Programme
About Me
Trevor’s experience in the financial services industry spans over 25 years.
His experience has taught him that the most impactful financial planning tool is to impart factual knowledge and strip out any misconceptions that his clients may have. Trevor empowers his clients to make informed and sound investment choices.
Besides having a passion for financial planning and investments in particular, Trevor also enjoys boating and remains active in the equestrian scene.