Trevor Durham - Charted Financial Planner/Certified Financial Planner - Bristol
Qualifications
- Masters degree in Astrophysics from University College London
- Chartered Insurance Institute/ Personal Finance Society
- Chartered Financial Planner (CII)
- FPC Financial Planning Certificate
- G10 Taxation and Trusts
- G20 Personal Investment Planning
- G30 Business Financial Planning
- G60 Pensions
- G70 Investment Portfolio Management
- K10 Retirement Options
- K20 Pension Investment Options
- CF7 Lifetime Mortgages
- CF8 Long Term Care Insurance
- Associate of Personal Finance Society
- Advanced Financial Planning Certificate
- Certificate in Financial Planning and Long Term Care Insurance
- Certificate in Equity Release
- CF7 Lifetime Mortgages
- HR1 Home Reversion Plans
- Institute of Financial Plannin
- Certified Financial Planner CM
- Associate of Institute of Financial Planning
- Institute of Financial Services (IFS) School of Finance
- Certificate in Mortgage Advice and Practice
Experience
Trevor Durham joined LEBC Group at the start of 2010, principally practising across the South Wales area and connected to our Bristol office. He is one of the UK's most highly qualified financial planners, one of only 206 (as at February 2010) to have attained both the degree-level Chartered Financial Planner qualification and the Certified Financial PlannerCM qualification, the internationally recognised standard in practical financial planning.
Not content with stopping there, Trevor is embarking on studying for the TEP qualification from the Society of Trust and Estate Practitioners. This fits in well with one of Trevor’s main specialisms, IHT and estate planning. Trevor hopes to join the mere handful of individuals from the financial advice profession to yet attain this qualification.
Trevor joined the financial advice profession in 1997, fresh from completing his studies in Astrophysics. He started working as a tied adviser for Lincoln, becoming an independent adviser in 2000. After spells working in the City of London and then in Cambridge, Trevor and his family re-located to the Vale of Glamorgan in South Wales in late 2005. Although Trevor is East London born and bred, his wife Deb hails from South Wales, and finally persuaded him to move there after several years of trying!
Specialisation
Other than IHT/estate planning, Trevor also specialises in pensions advice, care fees planning and equity release.