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Trevor Garson

Trevor has up to 22 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
[FCA CF] Client dealing
[FCA CF] Functions requiring qualifications
CPD11 - Pension transfer specialist
CPD21 - Advising or arranging equity release transactions
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
CPD7 - Personal recommendation on long-term care insurance

Previous Employment:
TenetConnect Limited01/08/2011 to 30/11/2021
Lothbury Wealth Management Limited01/08/2011 to 30/09/2021
Lothbury Pendil Financial Services Ltd14/11/2013 to 30/09/2021
Trevor Downing Financial Management (IFA) Limited02/06/2008 to 04/07/2011
Origen Financial Services Limited01/03/2005 to 06/06/2008
Origen (WR) Limited01/12/2001 to 01/03/2005
My Pension Expert