Trevor Thomas - Financial Adviser

As a Partner and Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.

Planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most.

Recognising that everyone’s personal situations are unique, I will take the time to find out what’s important for you, your family or your business. Whether it’s a worry-free retirement, saving for education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning while offering exclusive opportunities.
Plus, through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs.
As a result, you will be better informed, confident and empowered to reach your financial goals.

I have over thirty years experience in financial services, from graduating and working with major companies in varied roles from managing a branch office to running a national team of pension consultants.

For over 20 years I’ve been helping individuals, families and businesses reach their financial goals. I have my AFPC and ‘G60’ qualifications, which authorises me to advise in complex pension transfer cases and have recently completed additional authorisation following the pensions freedom changes.

I am a member of the Personal Finance Society at DipPFS level. I feel it is important to continue learning and improving, so I continually enhance my knowledge and expertise through industry events and formal training.