Trevor Doe

Wealth Planner

Trevor has over 30 years’ experience in the financial services industry. Trevor specialises in pensions and wealth management, spending time to understand  what clients really want to achieve, and creating a financial plan to provide that lifestyle.

Trevor works closely with Michelle Crowley to meet the complex demands of clients and has worked alongside Alun Davies, Neil Stevens and Ashley Townsend for a number of years.

Trevor is also one of Succession’s Regional Directors, working with planners and advisers across the Succession community to share best practice and facilitate training and development.       

01494 358 000 / 07816 649 861

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