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Holistic Planning
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About Trefor

Trefor Owen-Jones FPFS
Chartered Financial Planner

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 Charles Derby, 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.

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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.
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
The FCA do not regulate inheritance tax planning.