Kieran Trevaskis
Financial Planner @River Birch Newman
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WORK HISTORY
Financial Planner @River Birch Newman
Newcastle Upon Tyne, GB
Working with individuals, families and business owners to build financial plans that are genuinely tailored to their lives. My approach centres on holistic planning and cashflow modelling - helping clients visualise their financial future clearly and make informed decisions with confidence.
EDUCATION
Northumbria University
Bachelor's degree, Marketing/Marketing Management, General
ABOUT KIERAN TREVASKIS
Financial planning wasn\'t the career I had planned for myself - funny how that works.I stumbled into this industry after studying marketing at Northumbria University, and honestly it\'s the best thing that could have happened to me. Once I got a feel for what good financial planning can actually do for people, I knew this was where I wanted to be.I don\'t come from a money background, and that shapes how I approach everything I do. Growing up, financial planning felt like something out of reach - something for other people. That experience sits with me, and it\'s why I\'m genuinely committed to making good financial planning accessible to people from all walks of life, whatever their situation looks like.The way I work is holistic - I use cashflow planning to help people get a really clear picture of where they are now, where they want to get to, and what it actually takes to get there. No jargon, no unnecessary complexity, just an honest conversation about your money and your future.I hold the Diploma in Financial Planning (DipPFS) and the CISI Level 6 Certificate in Advanced Financial Planning, and I\'m actively working towards Chartered status - I believe the people who trust me with their financial future deserve a Planner who never stops developing.If any of this resonates, feel free to connect or drop me a message - I\'m always happy to have a chat.
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