Trevor Holmes
Chartered Financial Planner @Meridian Advice
Newcastle Upon Tyne, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2019 — Present
Chartered Financial Planner @Meridian Advice
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Newcastle upon Tyne, GB
I specialise in personalising face-to-face advice on financial services including-Financial Planning -Investment Solutions-Pension Solutions-Insurance/Protection-MortgagesChartered Financial Advice on a corporate and on a personal level. Everything counts!
EDUCATION
1973 — 1980
Sedgefield Comprehensive School
10 'O' Levels 4 'A' levels
1980 — 1984
The University of Salford
BSc (Hons)
SKILLS
Client InterfacingActivity PlanningRecruitingEconomicsDirect SalesBusiness PlanningRisk AnalysisCalculationsSales RecruitmentFinancial PlanningBusiness StrategyBusiness ManagementCorporate FinanceFamily BusinessClient ServicePensionsInheritance Tax PlanningFinancial ManagementFinancial ServicesMortgage PlanningClient CommunicationsFinancial RegulationPersonal ProtectionRisk AdvisorySales ManagementLife InsuranceMathematicsManagementFinancial ReportingEnglishTrustsEstate PlanningTeam LeadershipPension FundsMentoringBusiness FinanceClient Relationship BuildingExecutive CoachingStrategic Financial PlanningSales Coach
ABOUT TREVOR HOLMES
Personal financial management pension drawdown options pension tax free…
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