Trevor Gillard work email
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Trevor Gillard personal email
I have worked in financial services for over 35 years and provide broad based, holistic advice to directors, professionals, the self employed and retired clients helping them with clear, practical solutions to the financial issues that concern them most.My advice covers all areas of wealth management including protection for individuals as well as businesses, retirement planning, wealth protection and investment planning. More details are available on our website at https://partnership.sjp.co.uk/partner/trevorgillardAs a Partner Practice of St. James's Place Wealth Management my emphasis is on maintaining long term relationships with my clients to provide them with a source of trusted advice as their financial needs evolve over time.The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives
Trevanion Financial Management - Partner Practice Of St. James'S Place Wealth Ma
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Principal Financial Planner And Wealth ManagerTrevanion Financial Management - Partner Practice Of St. James'S Place Wealth MaHitchin, Gb
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Principal Financial Planner And Wealth ManagerTrevanion Financial Management - Partner Practice Of St. James'S Place Wealth Management Dec 2022 - PresentSt. James's Place Wealth Management is one of the UK's leading wealth management organisations. As a company we specialise in delivering quality, face to face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James's Place proposition is further enhanced by its distinctive approach to investment management.The Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives
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Financial Planner And Wealth ManagerOrion Financial Management Ltd . Partner Practice Of St. James'S Place Wealth Management Mar 2019 - Jan 2023Hemel Hempstead, United Kingdom
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Financial Planner & Wealth ManagerConnolly Gallen Financial Planners Limited. Partner Practice Of St. James'S Place Wealth Management Apr 2018 - Feb 2019Stony Stratford, Brackley & London
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Financial Planning ManagerSantander Consumer (Uk) Plc Sep 2016 - Apr 2018Cambridge RegionProvision of regulated financial advice -
Managing DirectorT Gillard Consulting Ltd Dec 2014 - Oct 2017A highly experienced and diploma qualified Financial Advice & Retail Banking Professional with a proven track record in blue chip financial services companies. Possessing a broad and adaptable range of skills recently concentrated on first & second line of defence strategies, allied to an emphasis on personal improvement & effectiveness. Underpinned by over 25 years in a highly regulated environment, with successful management roles centred around both sales and risk functions.
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Divisional Quality ManagerSantander Consumer (Uk) Plc Mar 2009 - Aug 20132012 Seconded to set up and lead central team responsible for advice and documentation quality of all Mortgage Protection Policy sales to facilitate re-entry to mortgage protection market.2011 Responsible for Quality, Training & Competence for all mortgage advisors in Wales & West Mortgage Division (Santander)2010 Responsible for Quality, Risk & Control for Financial Advisors in Alliance & Leicester (South) Bancassurance Division and integration with Santander
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Financial Advisor Sales ManagerAlliance & Leicester Jul 2004 - Dec 2009Building and leading a new team of Financial Advisors covering Watford, Northampton, Oxford & Cambridge to #1 in Division, #2 Nationally in first Year by leveraging teamwork, shared experiences and holistic financial planning.Successsful 'turnaround' of East Anglia team of financial Advisors from bottom to top team in Division, Annual targets exceeded within 9 months due to introduction of holistic financial planning and ensuring Protection recommendations made whenever necessary as well as excellent investment and IHT planning advice.Successful 'Start Up' of Financial Protection Advisor role & team. Rolled out nationally after 6 months. Developed and shared Protection advice and communication best practice with network. -
Financial AdvisorStandard Life Jul 1990 - Mar 2004Holistic Financial Planner providing regulated financial advice on Protection, Pensions (personal and corporate), Savings & Investments, Mortgages & IHT planning.
Trevor Gillard Skills
Frequently Asked Questions about Trevor Gillard
What company does Trevor Gillard work for?
Trevor Gillard works for Trevanion Financial Management - Partner Practice Of St. James's Place Wealth Ma
What is Trevor Gillard's role at the current company?
Trevor Gillard's current role is Principal Financial Planner and Wealth Manager.
What is Trevor Gillard's email address?
Trevor Gillard's email address is tr****@****r.co.uk
What skills is Trevor Gillard known for?
Trevor Gillard has skills like Positivity, Quality Management, Risk Management, Performance Management, Relationship Management, Change Management, Coaching, Financial Advisory, Protection, Income Protection, Pensions, Savings.
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Trevor Gillard
City Of Johannesburg -
1huthwaite.co.uk -
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