A Finance

At A Finance Ltd, we pride ourselves on providing expert financial advice to individuals, helping them achieve their financial goals and secure their financial futures. Our team, led by director Trevor Phelps, has been serving clients for over three decades, with a strong focus on providing personalized service and customized solutions.

Our History

Trevor Phelps, our director and sole adviser, has a wealth of experience in the financial services industry, starting his career in 1987 as a planner with the Prudential. With a background in electrical engineering and a passion for investing, Trevor has always been driven to help clients make informed decisions about their financial futures. In 1999, he founded A Finance as a sole trader, and in 2012, the business was incorporated as A Finance Ltd. Throughout this time, our commitment to delivering exceptional service and expert advice has remained unwavering.

Our Services

We offer a range of services designed to cater to our clients' individual needs, including:

• Pension planning, covering pre-retirement, at-retirement, and post-retirement strategies, including drawdown options
• Investment management, encompassing ISAs and investment bonds
• Life and income protection to safeguard our clients' financial well-being
• Initial and ongoing services to meet clients' changing needs over time
• Transactional services for clients with specific, one-off financial requirements

Initial Consultations

We understand that seeking financial advice can be daunting, which is why we offer initial consultations free of charge. This allows us to assess how we can best assist clients and determine whether our services align with their needs.

Ongoing Support

Our objective is to provide ongoing support and guidance, ensuring our clients' financial goals are always within reach. We regularly review clients' portfolios to ensure their investments remain aligned with their individual goals and risk tolerance.

Getting in Touch

We value open communication and encourage clients to contact us whenever they have questions or concerns. We can be reached through our office phone, email, or by booking an appointment for a video call.