Principal Financial Planner And Wealth Manager
Trevanion Financial Management - Partner Practice Of St. James'S Place Wealth Ma
AeroLeads people directory · profile
Trevor Gillard Email & Phone Number
Principal Financial Planner and Wealth Manager
at
Trevanion Financial Management - Partner Practice of St. James's Place Wealth Ma
1 work email found
@santander.co.uk
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Trevanion Financial Management - Partner Practice of St. James's Place Wealth Ma
Role
Principal Financial Planner and Wealth Manager
Location
Hitchin, England, United Kingdom
Who is Trevor Gillard? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Trevor Gillard is listed as Principal Financial Planner and Wealth Manager at Trevanion Financial Management - Partner Practice of St. James's Place Wealth Ma, based in Hitchin, England, United Kingdom. AeroLeads shows a work email signal at santander.co.uk and a matched LinkedIn profile for Trevor Gillard.
Trevor Gillard previously worked as Principal Financial Planner and Wealth Manager at Trevanion Financial Management - Partner Practice Of St. James'S Place Wealth Management and Financial Planner and Wealth Manager at Orion Financial Management Ltd . Partner Practice Of St. James'S Place Wealth Management.
Company email context
Email format at Trevanion Financial Management - Partner Practice of St. James's Place Wealth Ma
This section adds company-level context without repeating Trevor Gillard's masked contact details.
{first}.{last}@santander.co.uk
86% confidence
AeroLeads found 1 current-domain work email signal for Trevor Gillard. Compare company email patterns before reaching out.
Profile bio
About Trevor Gillard
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
Listed skills include Positivity, Quality Management, Risk Management, Performance Management, and 38 others.
Current workplace
Trevor Gillard's current company
Company context helps verify the profile and gives searchers a useful next step.
Trevanion Financial Management - Partner Practice Of St. James'S Place Wealth Ma
9 roles
Trevor Gillard work experience
A career timeline built from the work history available for this profile.
Principal Financial Planner And Wealth Manager
Current
Trevanion Financial Management - Partner Practice Of St. James'S Place Wealth Management
St. 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.
Dec 2022 - Present
Financial Planner And Wealth Manager
Orion Financial Management Ltd . Partner Practice Of St. James'S Place Wealth Management
Mar 2019 - Jan 2023
Financial Planner & Wealth Manager
Connolly Gallen Financial Planners Limited. Partner Practice Of St. James'S Place Wealth Management
Apr 2018 - Feb 2019
Sep 2016 - Apr 2018
Managing Director
T Gillard Consulting Ltd
A 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.
Dec 2014 - Oct 2017
Divisional Quality Manager
2012 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.
Mar 2009 - Aug 2013
Financial Advisor Sales Manager
Building 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.
Jul 2004 - Dec 2009
Financial Advisor
Holistic Financial Planner providing regulated financial advice on Protection, Pensions (personal and corporate), Savings & Investments, Mortgages & IHT planning.
Jul 1990 - Mar 2004
FAQ
Frequently asked questions about Trevor Gillard
Quick answers generated from the profile data available on this page.
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 Trevanion Financial Management - Partner Practice of St. James's Place Wealth Ma?
Trevor Gillard is listed as Principal Financial Planner and Wealth Manager at Trevanion Financial Management - Partner Practice of St. James's Place Wealth Ma.
What is Trevor Gillard's email address?
AeroLeads has found 1 work email signal at @santander.co.uk for Trevor Gillard at Trevanion Financial Management - Partner Practice of St. James's Place Wealth Ma.
Where is Trevor Gillard based?
Trevor Gillard is based in Hitchin, England, United Kingdom while working with Trevanion Financial Management - Partner Practice of St. James's Place Wealth Ma.
What companies has Trevor Gillard worked for?
Trevor Gillard has worked for Trevanion Financial Management - Partner Practice Of St. James'S Place Wealth Ma, Trevanion Financial Management - Partner Practice Of St. James'S Place Wealth Management, Orion Financial Management Ltd . Partner Practice Of St. James'S Place Wealth Management, Connolly Gallen Financial Planners Limited. Partner Practice Of St. James'S Place Wealth Management, and Santander Consumer (Uk) Plc.
How can I contact Trevor Gillard?
You can use AeroLeads to view verified contact signals for Trevor Gillard at Trevanion Financial Management - Partner Practice of St. James's Place Wealth Ma, including work email, phone, and LinkedIn data when available.
What skills is Trevor Gillard known for?
Trevor Gillard is listed with skills including Positivity, Quality Management, Risk Management, Performance Management, Relationship Management, Change Management, Coaching, and Financial Advisory.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Trevor Gillard you were looking for.
View similar profiles
