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Trevor Ravindrakumar Email & Phone Number
Financial Advisor
at
Municipal Financial Planning
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Advisor
Location
London Area, United Kingdom, United Kingdom
Company size
Who is Trevor Ravindrakumar? Overview
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Quick answer
Trevor Ravindrakumar is listed as Financial Advisor at Municipal Financial Planning, a company with 7 employees, based in London Area, United Kingdom, United Kingdom. AeroLeads shows a matched LinkedIn profile for Trevor Ravindrakumar.
Trevor Ravindrakumar previously worked as Principal at Trk Financial Planning and Associate Partner at St. James’S Place. Trevor Ravindrakumar holds Bachelor Of Science Bsc. (Hons), Computing And Electronics from Birmingham City University.
Company email context
Email format at Municipal Financial Planning
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Municipal Financial Planning
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Profile bio
About Trevor Ravindrakumar
As the founder of TRK Financial Planning, I'm on a mission to empower individuals/businesses to create lasting wealth and elevate financial literacy among young professionals. My passion lies in shaping a financially savvy generation for tomorrow.🎯 What I Offer:• Strategic Investment Planning: Tailored strategies to grow your wealth• Future-Proof Retirement Solutions: Ensuring your golden years are truly golden• Comprehensive Family & Business Protection: Safeguarding what matters most• Inheritance Tax & Estate Planning: Preserving your legacy for generations• Innovative Tax Optimization: Maximizing your financial efficiency• Dynamic Cash Flow Modelling: Visualizing your financial journey at every life stage• Delivering financial literacy presentations to businesses🌟 My Approach:I believe in personalized, forward-thinking financial guidance. Through our cutting-edge cash flow modelling, we'll map out your financial future, giving you clarity and confidence in your decisions.🤝 Let's Connect:Ready to transform your financial future? I offer a no-obligation initial consultation to explore how we can work together to achieve your goals.📩 trevor.rk@sjpp.co.uk📱 07745 868 405🌐 www.trkfinancialplanning.co.ukDon't just plan for tomorrow – create it. Reach out today, and let's build your financial success story together!
Current workplace
Trevor Ravindrakumar's current company
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Municipal Financial Planning
6 roles
Trevor Ravindrakumar work experience
A career timeline built from the work history available for this profile.
Principal
Current
Trk Financial Planning
May 2024 - Present
Associate Partner
CurrentThe right financial advice can help you build strong foundations for the future; both for yourself and for your loved ones, too.Working with a trusted St. James’s Place adviser will give you confidence that you're making informed decisions and building a financial plan that’s as individual as you are.
May 2024 - Present
Senior Financial Planning Manager
- Supporting the growth of the Financial planning team
- Acting as an ambassador for Santander, maintaining our reputation by working in close partnership with the branch network to meet customer’s needs
- Managing and retaining funds under management by building strong long last relationships
- Providing regulated investment and protection advice to our customers
- Identifying potential new customers in need of investment advice
- Advising and reviewing our Premium Investments customers
Apr 2019 - May 2024
Select Relationship Manager
- Providing expert based private banking services through regular appointments with clients to review their finances
- Managing a portfolio of 3200+ high net worth clients effectively
- Overseeing risk management for branch and ensuring that necessary risks are within tolerance
- Effective management of stakeholder relationships to ensure the success of the bank
- Developing, leading and embedding a true customer service culture in the Branch, delivering an improved customer experience and developing effective relationships with key customers
- Training, coaching and supporting individuals across roles such as customer service advisers, personal bankers and customer service manager
Feb 2015 - Apr 2019
Personal Banker
As a personal banking adviser at Santander, I have a vast amount of responsibilities with the main focus being customer service. It is all also my duty to ensure I am up to date with all financial regulations to make sure I provide a professional service. The role involves carrying out financial reviews with customers whilst maintaining a high standard of.
Aug 2012 - Feb 2015
2 education records
Trevor Ravindrakumar education
Bachelor Of Science Bsc. (Hons), Computing And Electronics
Masters In Business Administration (Mba), Business/Managerial Economics
FAQ
Frequently asked questions about Trevor Ravindrakumar
Quick answers generated from the profile data available on this page.
What company does Trevor Ravindrakumar work for?
Trevor Ravindrakumar works for Municipal Financial Planning.
What is Trevor Ravindrakumar's role at Municipal Financial Planning?
Trevor Ravindrakumar is listed as Financial Advisor at Municipal Financial Planning.
Where is Trevor Ravindrakumar based?
Trevor Ravindrakumar is based in London Area, United Kingdom, United Kingdom while working with Municipal Financial Planning.
What companies has Trevor Ravindrakumar worked for?
Trevor Ravindrakumar has worked for Municipal Financial Planning, Trk Financial Planning, St. James’S Place, and Santander Uk.
How can I contact Trevor Ravindrakumar?
You can use AeroLeads to view verified contact signals for Trevor Ravindrakumar at Municipal Financial Planning, including work email, phone, and LinkedIn data when available.
What schools did Trevor Ravindrakumar attend?
Trevor Ravindrakumar holds Bachelor Of Science Bsc. (Hons), Computing And Electronics from Birmingham City University.
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