ABOUT TREVOR DOWNING IFA
Here at Trevor Downing IFA, we deliver an exceptional service when it comes to offering independent financial advice and outstanding solutions tailored to your personal needs and requirements.
Putting you, your family and the future of your business at the centre of everything we do, we provide the full spectrum of financial support needed to help you achieve your financial goals.
Whether you’re looking to build capital for the future, provide an income from existing assets, make the best decision regarding where your money should be invested or simply looking for the best investment manager for your needs, Trevor Downing (IFA) is here every step of the way. We specialise in replacing uncertainty with firm plans that are backed by decades of experience offering independent financial advice.
We are continually striving to offer intelligent solutions tailored to your unique needs and financial situation. There’s no one-size-fits-all approach when it comes to finance, and our work is entirely reflective of that. This is why we place huge importance on getting to know you and thoroughly understanding your requirements. Whether it’s mortgages, Wills or tax, pensions, employee benefits or financial advice, we’re on hand to provide you with the expertise you need to make informed decisions that achieve your goals.
Trevor Downing (IFA) is a trading style of Trevor Downing Financial Management (IFA) Ltd.
Our goal is to care for you and your financial journey. We use our financial planning expertise to help you become confident about yours and your family’s financial future.
What We Believe In
Tailored Solutions
We believe that every individual is different and their financial planning needs are totally unique. We do not have any one-size-fits-all solutions and truly believe in tailoring our advice to your individual circumstance and objectives.
As we are independent, we have access to products and solutions covering the whole marketplace to ensure that you get the best possible advice at all times.
Exceptional Service
Our aim is to provide you with the service you require at the time you require it. We are big enough to cope with the demands of many clients but small enough to care about each and every one of our clients.
We aim to build long-lasting relationships with our clients which means we take our responsibility of providing excellent service very seriously.
Getting To Know You
The most important aspect of financial planning is getting to know all about you, your circumstances, attitudes and objectives. Therefore, we undertake a thorough fact-finding process with you before we even start to consider what advice and assistance you may require.
Cutting through the complexity
It is not your job to understand the complexities of financial planning and potential products or solutions, it is ours. Once we have got to know you and your circumstances, we will set about finding the perfect solutions for you. We undertake thorough market research and analysis so you don’t have to.
We will then thoroughly explain the recommendations to you and ensure they are kept clear, appropriate and easy for you to understand. We do not want to bombard you with jargon – instead, we intend to ensure you understand how any solutions will work for you.
Here every step of the way
Occasionally, clients may require a one-off transactional piece of advice from us. However, the vast majority of our clients enjoy the benefits of our ongoing service for years.
We can provide advice through every life stage, from buying a first home, all the way through to retirement planning and inheritance tax, and everything in between. We can help you along your entire financial journey.
If we provide you with advice, we will ensure we follow through any applications or transactions on your behalf and then carry out regular reviews on an ongoing basis to ensure any solutions are still suitable and they are performing in the manner expected.
You can be assured, you will never be left alone to wonder about how your finances are doing and what your financial future looks like.
Real Stories, Real Success
Your financial goals are as unique as your story. See how others have overcome challenges and achieved success with the guidance of Trevor Downing IFA.
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Secure Your Tomorrow, Starting Today
Trevor Downing IFA is a Trading Style of Trevor Downing Financial Management (IFA) Limited. Trevor Downing Financial Management (IFA) Limited is authorised and regulated by the Financial Conduct Authority. Trevor Downing Financial Management (IFA) Limited is entered on the financial services register https://register.fca.org.uk/ under Firm Reference: 118176. Trevor Downing Financial Management (IFA) Limited is Registered in England at Companies House: 01829773
The information contained in this website ultimately relates to UK regulatory regime and is therefore restricted, and only relevant to consumers based in the UK.
Information contained on this website is not, and should not in itself be construed as, financial advice which can only be provided upon full appraisal and consideration of your individual circumstances.
If you wish to register a complaint, please write to: complaints@downingfm.co.uk . A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on requests and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at: https://www.financial-ombudsman.org.uk or on: 0800 023 4567.
The value of your investments can go down as well as up, so you could get back less than you invested.