Trevor Lupton – Bristol
Trevor is a highly experienced financial planning professional, with industry experience that spans in excess of 30 years. He began his career in Liverpool in the 1980’s, then moved to Bristol, where he settled and raised his family in Somerset.
Trevor’s working life has covered many varied disciplines, including specialist pensions and investment activities with a number of large financial institutions and investment companies, before joining the financial planning team at Ellaby Pollard in 1998.
At Ellaby Pollard, he went on to become a partner of the firm and built long term relationships with his clients, to include business owners, individuals and their extended families, providing them with a full wealth planning service and specialist advice in many complex client scenarios.
The practise then evolved over the years into Ellaby Pollard Ltd, a well respected local, wealth planning business, which was then acquired by Succession Wealth in 2019, as a foundation for their new Bristol hub. Here, Trevor continues to provide his clients with the same quality, wealth planning advice that they have come to value and expect, as they invest in their own financial future and well-being.
Trevor holds the level 4 DipPFS, including the pensions specialist paper G60.
Away from financial planning, Trevor can mostly be found on two wheels, without any motorised assistance!