Trevor Rider's Qualifications

  • Fellow of the Personal Finance Society (FPFS)
  • Chartered Financial Planner
  • Certificate member of the Society of Mortgage Professionals (Cert CII(MP)
  • Level 3 – Certificate in Equity Release
  • Certificate in Mortgage Advice
  • Level 3 – Certificate in Financial Planning and LIfetime Mortgage Activities
  • Level 3 – Certificate in Financial Planning and Long-Term Care Insurance
  • G10 – Taxation and Trusts
  • G20 – Personal Investment Planning
  • G30 – Business Financial Planning
  • G60 – Pensions
  • G70 – Investment Portfolio Management
  • G80 – Long-Term Care, Life and Health Protection
  • K10 – Retirement Options
  • J01 – Personal Tax

Trevor Rider's Accreditations

  • Member of the Personal Finance Society
Partner
Chartered Financial Planner

Trevor Rider

In the office

Trevor has worked as a financial adviser for more than 35 years.

He enjoys simplifying complex subjects like pensions and tax planning so that he can help his clients to achieve their financial objectives.

Out of office

When Trevor isn’t advising clients, he enjoys spending quality time with his grandchildren.

He also likes to socialise and take part in sports. As well as supporting his favourite football team, he is a keen skier.

Contact us

To learn more about how we can help you or book an initial meeting, please complete the form below and one of our team will be in touch.