Trevor Mcsi Email
Chartered Financial Planner @ Strategic Solutions Financial Services
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Trevor Mcsi Location
- Horsham, GB
Trevor Mcsi Work
- Chartered Financial Planner @ (August 2021 - Present)
- Chartered Financial Planner @ (October 2013 - August 2021)
- Chartered Financial Planner @ (August 2011 - May 2019)
- Associate Director @ (June 2008 - July 2011)
- Senior Consultant @ (May 1999 - June 2008)
- Broker Consultant @ (June 1995 - May 1999)
Trevor Mcsi Education
- Nottingham Trent University
BSc (Hons) (Sport Science)
1990-1993 - Reigate Grammar School 1982-1989
Trevor Mcsi Skills
- Asset Allocation
- Asset Management
- Asset Managment
- Business
- Critical Illness
- Customer Relationship Management (CRM)
- Defined Benefit
- Defined Contribution
- Employee Benefits
- Estate Planning
- Finance
- Financial Advisory
- Financial Goals
- Financial Planners
- Financial Planning
- Financial Services
- Fixed Annuities
- Helping Clients
- High Net Worth Individuals
- Holistic Financial Planning
- Income Drawdown
- Income Protection
- Independent Financial Advice
- Inheritance Tax Planning
- Interpersonal Skills
- Investment Advice
- Investment Advisory
- Investment Strategies
- Investments
- Lifestyle Protection
- Long-term Care
- Microsoft Excel
- Microsoft Outlook
- Microsoft Word
- Pensions
- Personal Finance
- Portfolio Management
- Protection
- Retirement
- Retirement Planning
- SIPP
- Savings
- Strategic Financial Planning
- Trust Management
- Trusts
- Wealth
- Wealth Accumulation
- Wealth Management
- auto enrolment
- workplace pensions
Trevor Mcsi Summary
- Trevor Mcsi, based in Horsham, GB, is currently a Chartered Financial Planner at Strategic Solutions Financial Services. Trevor Mcsi brings experience from previous roles at Lothbury Pendil Chartered Financial Planners , LOTHBURY WEALTH MANAGEMENT LIMITED, DAVIDSON DOWNING LIMITED and Origen Financial Services. Trevor Mcsi holds a 1990 - 1993 BSc (Hons) in Sport Science @ Nottingham Trent University. With a robust skill set that includes Asset Allocation, Asset Management, Asset Managment, Business, Critical Illness and more. Trevor Mcsi has 1 emails on RocketReach.
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