Trevor Durham
Chartered Financial Planner
Qualifications:
- Chartered Financial Planner
- Certified Financial Planner
- FPFS
- ACII
- DipPFS
- Member of the Society of Later Life Advisers (SOLLA)
- Member of the Society of Trust & Estate Practitioners (STEP)
- Pension Specialist
Trevor joined the financial planning profession in 1997, working in a few different roles in London and Cambridge, before moving to South Wales in 2005.
He is highly qualified, having been a Chartered Financial Planner since 2007, a Certified Financial Planner since 2009, a Fellow of the Personal Finance Society since 2012, an Affiliate Member of STEP (Society of Trusts and Estates Professionals) since 2010 and a Full Member of STEP since 2022 (one of fewer than 100 financial planner STEP members in the UK, and yet one of three in Centurion’s highly qualified team).
Trevor has been a SOLLA (Society of Later Life Advisor) Accredited Adviser since 2012, and is one of 9 SOLLA members at Centurion, more than any other IFA in the UK.
He currently serves as the Wales Regional Co-ordinator for SOLLA, and as the Deputy Branch Chair for STEP Wales.
In his spare time, Trevor is an avid Tottenham Hotspur fan, a big Sci Fi/RPG enthusiast and a member of Barry 41 Club and his local Lodge of Round Table. He is currently also the Honorary President of Cardiff Round Table. He is also a former Table Chairman and National Councillor for Round Table. He also enjoys music and theatre.
Specialisms:
- General Practitioner
- Care Fees Planning
- Equity Release
- Tax Efficient Investing
- Retirement Planning & At Retirement
- Court of Protection
- Trust Investment