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Trevor Wilshire

Chartered Financial Planner

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

East Midlands

Covers

Lincolnshire, Cambridgeshire, Rutland

Trevor Wilshire

Chartered Financial Planner

I have been helping my clients to manage their finances for over 30 years, specialising in business and private wealth clients.

I am able to advise my clients on their investments and estate planning needs, as well as more complex pension and at retirement planning.

As a Chartered financial planner, I build long-term partnerships with my clients to better understand their financial needs and to become a trusted adviser to them and their families.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

East Midlands

Covers

Lincolnshire, Cambridgeshire, Rutland

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