Trevor Eldridge

2plan Wealth Management

Location:

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.

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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