All Eastcote Wealth Management advisers are seasoned investment professionals with an excellent track record and hold the relevant Financial Conduct Authority accreditations.
Our team are available to answer your financial queries in a clear, concise and easy to understand way.
Trevor recently retired as Managing Director of Eastcote Wealth but he remains very close to the company as a consultant, offering his wealth of experience on financial planning and business matters to members of the EWM team. As a highly experienced financial services professional , Trevor offers an independent trustee , executor and attorney service to families , charities and corporate clients.
Rob who is a Chartered Financial Planner specialises in Trustee Investment Planning, including Personal Injury Trust and Deputyship cases, as well as estate and IHT planning.
David has worked in the Financial Services industry since 1993 becoming an IFA in 2002.
John joined Eastcote Wealth Management in September 2013, and has worked in the financial services intermediary sector for over 20 years.
As a Chartered Financial Planner, Jonathan has as in depth knowledge of all aspects of financial planning but his particular niche is retirement planning.
