Initial consultations are conducted without charge, to assess how we can best help and if you need our advice. To help you deal with the complexities of investments such as Pensions, ISAs, Investment bonds, investment platforms etc.

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About Report

Trevor started his financial services career in 1987 as "The Man from the Pru" having originally been a qualified electrician and then a planner estimator with the NHS. His interest in investments began before his career in financial services when in 1984 he won the "BBC Money Box investor of the year" competition.

Without Charge Report

A Finance Ltd offers an initial consultation of upto an hour without charge or obligation. This is not only to make sure that we can help you with your particular issue, but to confirm that our relationship will be profitable. If you need (3) "regulated advice" you'll receive full details of the way that we engage and the expected costs before you make any commitment. Spending any part of this hour gathering your personal details is not very productive and may leave little time to discuss your options.

Retirement Options Report

Pensions have been around for a long time, but for most personal pensions and some workplace pensions the rules about how you can take the benefits have changed. Rules are set out by the government in various pension acts that pass into legislation via parliament. The government via HM Revenue and Customs (HMRC) oversees the valuable tax benefits on pension contributions.

Cost Report

Our "Active Service" is very popular offering Face to Face advice (when possible or by video call) and ongoing annual reviews to make sure that your investments are meeting your expectations. Our information gathering and Initial consultation is without cost to you! This is for us establish your objectives and to assess how we can best help you.

Simon Cottrell

May 14, 2022

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Very Friendly and knowledgeable a great help in navigating the mine field of pensions and savings. Thanks Trevor for all your help in the past and future.

Rachel Lucas

Apr 23, 2022

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A caring company; Trevor managed my late parents financial affairs for many years. Regular home visits to check and update and always took the time to explain the thinking behind his advice. Highly recommended.

Chris Cardwell

Apr 17, 2022

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Trevor has been advising us for twenty years. A thoroughly reliable and honest chap, sociable and good company.

Suzanne Challes-Brown

Apr 16, 2022

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Trevor Phelps is a very conscientious financial advisor who becomes more of a friend than a business acquaintance. He is both knowledgeable and efficient in his dealings with fiance and always quick to respond to queries with accuracy and speed. I would highly recommend him.

Nick Carter

Apr 15, 2022

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Trevor has been my adviser for as long as I can remember. I have always trusted his advice completely. Always available to answer questions or queries. A very experienced and genuine financial adviser. I would recommend his services without any hesitation.

Paul Blanchard

Apr 14, 2022

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Very knowledgeable and efficient. Trevor has looked after my pension for a few years now and I find him a pleasure to deal with and a great believer in the personal approach. Always happy to respond in a timely manner to any queries and clarify anything that may be a bit vague or unclear. Would not hesitate to recommend him.

Tim Leach

Apr 12, 2022

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Over the years I have amassed a number of pensions that are now frozen. I wanted to look at my pension provision and Trevor has done a marvellous job unravelling the tangle of pensions that have been taken over by different companies over the years. He was very careful in explaining the process and kept me updated throughout. I would recommend Trevor highly - I never felt there was any hard sell at any time and Trevor has kept me fully informed throughout the process of transferring my pensions to one provider.

Kim Leach

Apr 09, 2022

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Trevor advised us on our pensions. He was very clear in his explanations and understood what we were trying to achieve. I fully trusted Trevor in his advice and would recommend him without hesitation.

Lin Phillips

Apr 08, 2022

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Trevor has been looking after our investments for the last few years and has steered us through what have been extremely choppy waters in recent times! He always responds very swiftly to any queries and gives sound, clear and unbiased advice, a safe pair of hands.

Gwil Wren

Apr 06, 2022

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Trevor Phelps is an excellent advisor. He understands your needs and makes sensible suggestions. He is not pushy but carefully explains options and outcomes. 100% recommended.