Trevor O'Loughlin
Chartered Associate, AdvDipFA
I specialise in inheritance tax advice, all aspects of trust work / legacy planning, pre- & post-retirement strategies and investment portfolio planning. I can also provide professional referrals for tax and legal matters to accountant and solicitor services on request.
Trusts are not regulated by the Financial Conduct Authority.
About
I am a fully accredited member of SOLLA, providing advice to clients and their families in the highest vulnerable category/residential care. I previously worked for HSBC Premier Wealth as an IFA, Lloyd's & HBOS Wealth over a long career in the financial services industry as an IFA / Financial Planner before being invited to join St. James's Place as a Partner Practice.
Trevor joined the industry in 2002, starting as a financial adviser in Liverpool then working for many years in London, looking after his clients for over 20 years building to becoming a Chartered Associate of the London institute of Banking and Finance following the completion of the Chartered Associate level Advanced Diploma.
Trevor balances being Practice director of O'Loughlin & Co whilst also being an active Chartered Associate.
Trevor works hard to get to know and understand his clients as individuals to ensure that he can fully understand their needs, goals and aspirations in the comprehensive financial plans that he creates.
Trevor is a lifelong fan and season ticket holder of Everton FC, (for his sins)
He is also a keen runner having run the London marathon for various charities on 3 occasions.
During his free time, he can usually be found spending time with his partner Cienna, young daughter Aoífe and walking his boxer dog Alan.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
