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Trevor Shelley

Newcastle

HomeMeet the teamTrevor Shelley

Reviews and Ratings for Financial adviser Trevor Shelley, Cleveland

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Qualifications

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My Qualifications

  • DipPFS (Diploma in Financial Planning)

Contact Me

My details

trevor.shelley@shackletonadvisers.co.uk 07711025086
Newcastle

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Meet Trevor

Trevor has practiced as a Financial Adviser for over 20 years; the majority of this time at Ellis Bates (now Shackleton).

He holds the Chartered Insurance Institute’s Diploma in Financial Planning, plus additional qualifications and expertise in the areas of pension advice and mortgage planning.

We trusted him and he dealt with investment of our cash, while explaining likely outcomes in a language we could understand.

Retired Client

Married and without children, the freedom this brings means he can spend holidays travelling in the Caribbean, a favourite destination. He has an Open Water Diver qualification in scuba diving and is a keen amateur photographer and fly-fisherman.

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01273 204999
enquiries@shackletonadvisers.co.uk

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    Shackleton is a trading style of Shackleton Advisers Limited, which is authorised and regulated by the Financial Conduct Authority. FCA Number 163291.Shackleton Advisers Limited is a limited company registered in England and Wales, with number 04129116. The company’s registered address is 40 Gracechurch Street, London EC3V 0BT.

    Shackleton is a trading style of IM Asset Management Limited, which is authorised and regulated by the Financial Conduct Authority. FCA Number 402770.IM Asset Management Limited is a limited company registered in England and Wales, with number 05016348. The company’s registered and correspondence address is 38 Carver Street, Sheffield, South Yorkshire, S1 4FS.

    Shackleton is a trading style of Save & Invest (Financial Planning) Limited, which is authorised and regulated by the Financial Conduct Authority. FCA Number 144940. Save & Invest (Financial Planning) Limited is a limited company registered in Scotland, with number SC113651. The company’s registered address is 100 West Street, Glasgow, G2 2QD.

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