Trefor Owen-Jones

Financial Planning Consultant at Quilter Financial Advisers

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FPFS

E: trefor.owen-jones@quilterfa.com

T: 0800 849 1279

LinkedIn: Trefor Owen-Jones

 

Born and bred in North Wales, Trefor is married to Amanda, a retired nurse. He has two grown-up children, Tomas, who is an investment manager and Amy, a primary school teacher.

Trefor has the highest financial qualification available from the Chartered Insurance Institute. Prior to joining Quilter Financial Advisers, he was employed by another financial services company for 20 years and before that, he was a district manager for Nationwide Building Society.

Priding himself on his knowledge of financial markets, Trefor specialises in pensions, particularly pension transfers, and inheritance tax solutions. He was one of the first in the country to qualify as a chartered financial planner and is now a fellow of the Personal Finance Society.

Trefor will make a thorough assessment of every client’s financial situation and explore the different options available before suggesting the best solutions. He will do this in a clear and straightforward way, avoiding jargon and simplifying potentially confusing information.

Trefor can help you with:

Holistic financial planning

Establishing and reviewing trusts
Complete personal risk management planning
Short- and long-term savings and investments

Investments

Portfolio planning
ISAs
Unit trusts
Investment trusts
Investment bonds
Offshore bonds

Pensions

Personal pensions
SIPPs
Company schemes
SSASs
Consolidation plans

General Insurance

Home contents insurance
Buildings insurance

Life cover

Whole of life and Term Assurance protection

Medical

Private medical arrangements
Critical illness insurance

Income

Permanent health insurance (also known as income protection)


The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Trusts are not regulated by the FCA.

Transferring out of a final salary scheme is unlikely to be in the best interests of most people.

Tax planning is not regulated by the FCA.