Meet The Team - MT Financial Management

Trevor Wilshire FPFS - Chartered Financial Planner and Financial Services Director

Trevor Wilshire FPFS - Financial Services Director

Trevor is a Chartered Financial Planner and  Fellow of the Chartered Insurance Institute (CII), advising clients on all aspects of their financial planning, specialising in pension and retirement planning, business financial planning and investment portfolios.

As a director of MT Financial Management, Trevor is also responsible for the day-to-day running of the business and is the first point of contact for new client enquiries.

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 and cycling in the countryside.

Qualifications: Pension Transfer Specialist

Email: trevorwilshire@mooret.co.uk


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