Mr Trevor Durham


Membership category: Affiliate i

'Affiliate' is STEP's entry-level membership category. Affiliates are either working towards gaining the requisite qualifications and/or experience for full STEP membership (TEP), or have chosen to remain at Affiliate level. Affiliates must adhere to STEP's Code of Professional Conduct.

Castle Court
6 Cathedral Road
Cardiff
CF11 9LJ
United Kingdom

Practice Areas: Estate planning/administration, Insurance, Investment
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Profession:
Estate Planner / Financial Planner / Insurance Advisor / Wealth Management
STEP Qualifications:
STEP Certificate for Financial Services - Trusts and Estate Planning
Firm:
LEBC Group Ltd
Branch/Chapter:
STEP Wales
Committees:
Wales Branch Committee
Biography:
Trevor Durham is one of only a few hundred Independent Financial Advisers in the entire United Kingdom to hold both of this profession's two recognised gold standard qualifications:

Chartered Financial Planner

and

Certified Financial Planner (CFP)

In addition, Trevor is an affiliate of STEP. He is also working towards accreditation by the Society of Later Life Advisers (SOLLA).

Trevor is based just outside Cardiff, and routinely covers an area including South and West Wales, Bristol and across the South West. He also has various clients in London.

Trevor currently works for LEBC Group Limited, a UK wide financial planning and employee benefits firm.

Trevor works in two main fields- private client work, most notably later life planning but also more technical pension work such as transfer, and workplace pensions/employee benefits.

Outside of work, Trevor is an avid and long suffering Tottenham Hotspur supporter, and as if that were not enough punishment follows Leyton Orient, too. He is an active member of Cardiff Round Table, a Welsh learner and a big sci-fi fan.

Trevor has a Masters degree in Astrophysics from University College London, and is now a keen amateur astronomer.

He also has one beautiful little girl called Beth, who is 5 years old.

Follow on Twitter:
@LaterLifeAdvice
@TheTrevorDurham
@divorcepensions

Core specialisms (Private client work)

Later life planning, Investment portfolio construction and management, inheritance tax planning, taking pension benefits, and related later life matters such as care fees planning and equity release.

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