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Trevor Wisker DipPFS IFA

5 Reviews
Member 17+ Years
116001
11 Lowen Bre
Truro
Cornwall
TR1 3FH

Tel:
01752 56****
Mobile:
07854 50****


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Mon - Fri: 09:00-17:30
Sat / Sun: Closed

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Member since : 25 Sep 2008
Manually reviewed : 12 Jun 2011
Last updated : 20 Feb 2024

About Trevor Wisker DipPFS IFA

Key Services :


Trevor Wisker is an Independent Financial Adviser with over 30 years of experience in the financial services industry. I work with Molyneux Associates and divide my time between their offices in Plymouth and my home in Truro.

Investments: Short, medium and long term objectives can all be met by allowing investors access to a range of flexible, tax-efficient investments, managed by leading fund managers to generate the potential for higher returns.

Retirement Planning/Pensions: Due to the tax advantaged position of pensions, they remain a core strategy for those building for their retirement.

Protection: The need for protection is quite simple: should an event occur that puts your health, job, home, business or possessions at risk, how would the financial consequences impact your family? Insurance gives protection against the financial problems that can arise when such events strike.

Inheritance Tax (IHT) Planning: More estates are being caught by the 40% tax charge and so it is no longer a tax on the super-rich. However, by seeking professional financial advice, steps can be taken to minimise or even eliminate IHT for your loved ones.

The value of your investments and any income from them can fall as well as rise and investors may not get back the amount invested.

Molyneux Associates are proud sponsors of St Luke's Hospice in Plymouth in their 40th Anniversary year.
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5 FreeIndex Reviews

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Chris Bullock
Plymouth
Trevor Wisker Independent Financial Adviser gave myself excellent advice on financial matters with a very caring but a straight to the point approach. I would recommend and definitely use his experience and vast knowledge on financial matters again.
Mr Ian Jary
Plymouth
I originally invested money via my financial advisor when he was working for another investment company. When he left that company and moved to Clarkson Hill Group my money and I soon followed. Excellent advice and I have no qualms about recommending them to others.
Mrs. Sue Netherton
Looe
I switched from Edward Jones to Clarkson Hill for a couple of reasons - First that Edward Jones were in the process of being taken over by Towry Law, a company whose services became unsatisfactory. Second, because I decided that I wished to continue to receive my financial advice from a known source with experience in advising customers. The financial advisor is Trevor Whisker, who provises a prompt, constistent, reliable and friendly service. Above all, he does not attempt to sell products to me that he knows that I am not interested in. I also feel that Clarkson Hill is a well-established organisation.
Helen Hoskin
Newton Abbot
I transfered from to Clarkeson Hill from another financial broker, i have been pleased with their service throughout and the quality of service in particular from advisor Trevor Wisker.
William Edwin Jone...
Plymouth
I approached Trevor Whisker of Clarkson Hill regarding a review of my existing investment portfolio. I received a comprehensive appraisal and recommendations based on my circumstances which left me feeling alot more comfortable with my investments/ISAs etc and I now have alot more confidence in the ongoing care of my investments.
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