Trevor Eldridge
2plan Wealth Management
Location:
180 Laleham Road
180 Laleham Road
TW17 0DB
Shepperton
Middlesex
Trevor Eldridge
2plan Wealth Management
About Trevor
As a Chartered Financial Planner with over 34 years experience, I am happy to provide advice for people who want to look at their mortgage options.. My client relationships are built on trust, and I am proud to say that many of my clients have dealt with me throughout my 34 years as a Financial Adviser. I can meet you at your home address at a time that suits you, or we can arrange a meeting at our London office or other location.
As a Chartered Financial Planner with over 34 years experience, I am happy to provide advice for people who want to look at their mortgage options.. My client relationships are built on trust, and I am proud to say that many of my clients have dealt with me throughout my 34 years as a Financial Adviser. I can meet you at your home address at a time that suits you, or we can arrange a meeting at our London office or other location.
What we do...
-
First time buyer mortgages
-
House move or re-mortgage
-
buy to let mortgages
Experience & Qualifications
Trevor's Qualifications
Advanced Qualifications
Chartered Financial Planner
All Qualifications
- CII - Advanced Diploma in Financial Planning
- CII - Certificate in Equity Release
- CII - Chartered Financial Planner
- CII - Diploma in Financial Planning
- CII - Mortgage Advice Qualification
- PFS - Fellow
I am a Chartered Financial Adviser and have spent many years studying and learning my profession, as I am a great believer in using knowledge and qualifications to enhance the status of our industry. I am an active member on the committee of the Surrey branch of the Personal Finance Society, the largest professional body for the financial planning profession in the UK.
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