Trevor has been helping us for over 15 years
Trevor has been helping us for over 15 years, first with our pensions and later on additional investments starting in 2020. Throughout this time, Trevor has shown his dedication, honesty, and transparency, providing reliable and correct information. During times when the markets have faced challenges, like now, Trevor has always been there to explain what's going on and guide us through it. In 2020, when we decided to invest more cash into long-term opportunities, our Bank offered some options, but we chose to go with Trevor instead. One of the main reasons we went with Moore Thompson back then, along with Trevor's deep understanding of our financial situation, was that we believed they could create a strategy that would bring both security and growth while also making the most of the tax benefits available. Because Trevor and Moore Thompson are fully aware of our financial situation, they are able to collaborate and find the best solutions. While Trevor has consistently recommended smart investment strategies to suit our needs, he may not control the global markets, but he does make sure that our decisions are tax-efficient. We’ve worked hard to build our financial situation, and trust is key when it comes to managing your money. Trevor has certainly earned that trust.
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