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ROC Consultants (IFAS) Ltd.

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ROC Consultants (IFAS) Ltd.

Overview:

Trevor Allum has been an Independent Financial Adviser for more than 20 years. He has worked in various organisations from Accountancy firms to large Corporate Brokerages. In January 2002, he decided to set up ROC Consultants in order to provide pro-active service and advice to his current and future clients.

Trevor Allum already holds specialist qualifications in Investments and Pensions and in January 2010 was awarded Chartered status.

ROC Consultants (IFAS) Ltd concentrates on giving Pensions and Investment advice to those approaching pre-retirement and post retirement. It also advises on Inheritance Tax mitigation and as an Independent Adviser can research the Market for Open Market Annuities and Life cover when and where appropriate.

An ideal client would be someone looking for a Financial Adviser to guide them through their Pension and Investment planning right up to and past retirement. This would include any holistic financial planning as required to incorporate children and grand parents, etc.

We, very much, focus on reviewing clients pensions and portfolios as we feel that Financial Advice is a fluid exercise and certainly one that needs continual reviewing. ROC Consultants (IFAS) Ltd is not a large brokerage by any definition. We have approximately 10-15 corporate clients and in the region of 250-300 individual clients. What this means is that we can focus on bespoke financial planning for our clients which would include the valuation process.

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