Our Services
At Trevor Downing IFA, we provide top-quality independent financial advice and tailored solutions designed to meet your unique needs and have all of your financial affairs working in harmony with financial advice you can trust.
Financial Advice Services
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.
We are truly independent and offer bespoke financial advice for individuals and businesses including protection, investments, retirement planning, tax planning and mortgages. We are proud to be able to assist in virtually all areas of financial planning.
We offer a comprehensive financial planning service for all your investment, pension, mortgage, business financial planning and protection needs:
RETIREMENT PLANNING
INVESTMENT SOLUTIONS
MORTGAGES
EQUITY RELEASE AND LIFETIME MORTGAGES
FAMILY PROTECTION
ESTATE PLANNING
TAX PLANNING
EMPLOYEE BENEFITS
PRIVATE MEDICAL INSURANCE & EMPLOYEE BENEFITS
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Supplementary Services
At Trevor Downing (IFA), we believe that holistic financial planning is important and that anyone should be able to receive advice and assistance in all areas. These areas include, but are not limited to, wills & powers of attorney, general insurance and private banking.
Wills and Powers of Attorney
This is one of the key foundations of financial planning and ignoring this area can lead to significant financial consequences. We work with carefully selected partners who can produce the appropriate legal paperwork to ensure your will is appropriate, it’s valid and that Powers of Attorney are in place when required.
Private Banking
We work closely with a number of the best and most trusted private banks in the UK and can help ensure you have access to the services that private banks can offer high net worth individuals.
This gives you access to a personalised service including all common banking needs plus many personalised services such as tax planning, lending and networking.
Enjoy Today and Plan for Tomorrow
Comprehensive financial advice for peace of mind and a secure future.