Trevor Durham Tep

Trevor Durham Tep Email and Phone Number

Branch Chair STEP WalesAccredited Later Life Adviser at Centurion Chartered Financial PlannersSOLLA Regional Co-ordinator for Wales @ Centurion Chartered Financial Planners
bath, bath and north east somerset, united kingdom
Trevor Durham Tep's Location
Greater Cardiff Area, United Kingdom
Trevor Durham Tep's Contact Details

Trevor Durham Tep work email

Trevor Durham Tep personal email

n/a
About Trevor Durham Tep

My job is making life easier for you.You may be an older person, who just wants to get a tidy return from your money. Possibly, you want to make it as inheritance tax efficient / care fees efficient as possible so that you can pass on as much as you can to your children and grandchildren. You may find yourself at or in retirement with a need to look into later life borrowing or equity release.You may be a worried family member, having to move your Mum or Dad, Aunt or Uncle or other relative into a care home for the first time, and just not knowing where to start. You will also probably want to understand your role as an Attorney or a Deputy, and to make sure you comply with all the regulations and guidelines when looking after their money.I can help.The most important part of the role of any financial adviser is to break down what can be quite difficult and complicated concepts into bite sized chunks. I pride myself on my ability to explain things in plan English, and to give you the reassurance that you need to do the right thing.I have been in practice as a financial adviser since 1997, and a SOLLA member since 2012. As the current SOLLA Regional Co-ordinator for Wales, I am helping to raise awareness generally of the importance of specialist, accredited advice, especially in care scenarios.I am also a Fellow of the Personal Finance Society and a Chartered Financial Planner (Chartered Insurance Institute), a Chartered Member of CISI and Certified Financial Planner/CFP (Chartered Institute of Securities and Investments). I am also an Affiliate Member of STEP (Society of Trust and Estate Practitioners) and current STEP Wales Branch Secretary.Always happy to have a first chat without cost or commitment, of course. Also happy to meet via Zoom or similar if you have Covid concerns.Outside of work, I’m a member of Barry 41 Club and current Honorary President of Cardiff Round Table. In my time in RT I served as Table Chairman in 2016/17 and on the Round Table National Council from 2015-17.I am a Tottenham Hotspur season ticket holder and a big fan of sci-fi, boardgames and roleplaying.I have a Masters degree in Astrophysics from University College London.

Trevor Durham Tep's Current Company Details
Centurion Chartered Financial Planners

Centurion Chartered Financial Planners

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Branch Chair STEP WalesAccredited Later Life Adviser at Centurion Chartered Financial PlannersSOLLA Regional Co-ordinator for Wales
bath, bath and north east somerset, united kingdom
Employees:
12
Trevor Durham Tep Work Experience Details
  • Centurion Chartered Financial Planners
    Chartered Financial Planner And Accredited Later Life Adviser
    Centurion Chartered Financial Planners Mar 2021 - Present
  • Labour Business
    Member
    Labour Business Sep 2024 - Present
  • Labour First
    Member
    Labour First Sep 2024 - Present
  • Step – Advising Families Across Generations
    Branch Chair - Step Wales
    Step – Advising Families Across Generations May 2024 - Present
    Cardiff, Wales, United Kingdom
  • Step – Advising Families Across Generations
    Tep (Full Member)
    Step – Advising Families Across Generations Feb 2022 - Present
  • Labour Party (Uk)
    Member
    Labour Party (Uk) Feb 2020 - Present
  • Society Of Later Life Advisers
    Regional Co-Ordinator For Wales
    Society Of Later Life Advisers Aug 2018 - Present
    Wales, United Kingdom
  • Society Of Later Life Advisers
    Accredited Later Life Adviser (Full Member)
    Society Of Later Life Advisers Sep 2012 - Present
  • Chartered Insurance Institute
    Chartered Financial Planner
    Chartered Insurance Institute Jun 2007 - Present
  • Chartered Institute For Securities & Investment
    Certified Financial Planner
    Chartered Institute For Securities & Investment Feb 2008 - Present

Trevor Durham Tep Skills

Long Term Care Financial Advisory Paying For Care Care Fees Planning Inheritance Tax Planning Investments Pensions Trusts Equity Release Lifetime Mortgages Financial Planning Portfolio Management Financial Services Wealth Management Long Term Care Insurance Personal Finance Certified Financial Planner Retirement Planning Estate Planning Inheritance Tax Asset Allocation Finance Investment Advisory Later Life Advice Chartered Financial Planner

Trevor Durham Tep Education Details

  • Ucl
    Astrophysics
  • Epping Forest College
    Epping Forest College
    Aaac
  • King Harold School
    King Harold School

Frequently Asked Questions about Trevor Durham Tep

What company does Trevor Durham Tep work for?

Trevor Durham Tep works for Centurion Chartered Financial Planners

What is Trevor Durham Tep's role at the current company?

Trevor Durham Tep's current role is Branch Chair STEP WalesAccredited Later Life Adviser at Centurion Chartered Financial PlannersSOLLA Regional Co-ordinator for Wales.

What is Trevor Durham Tep's email address?

Trevor Durham Tep's email address is tr****@****p.co.uk

What schools did Trevor Durham Tep attend?

Trevor Durham Tep attended Ucl, Epping Forest College, King Harold School.

What skills is Trevor Durham Tep known for?

Trevor Durham Tep has skills like Long Term Care, Financial Advisory, Paying For Care, Care Fees Planning, Inheritance Tax Planning, Investments, Pensions, Trusts, Equity Release, Lifetime Mortgages, Financial Planning, Portfolio Management.

Who are Trevor Durham Tep's colleagues?

Trevor Durham Tep's colleagues are Daniel Gornall, Jonathan Stevens, Bsc (Hons) Fpfs Llaa, James Bateman, Amanda Sargeant, Stuart Emerson Dippfs Llaa, Christopher Hill Fpfs Tep Cfp Llaa, Lauren Grace Bangham Dippfs.

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