Trevor Philips

Previous Experience

Trevor’s career in financial services began in 1997, commencing as an insurance adviser with Guardian Life in Trinidad & Tobago.  As an offshore Financial Adviser, he has advised clients on offshore savings and investments, where his practice areas have expanded to concentrate on advising individuals and family businesses on investment management and estate planning.  Prior to joining Blacktower, Trevor had developed a portfolio of high net worth clients for Compass Wealth Management, with oversight of a client book that spans the English-speaking Caribbean region.

Trevor also acts as Course Facilitator at the Institute of Banking and Finance of Trinidad & Tobago, conducting workshops on financial and retirement planning.

Qualifications/Accreditations

• B.A., History, University of the West Indies.
• Certificate – Life Underwriting & Financial Planning, Trinidad & Tobago Association of Financial Advisors (TTAIFA).
• Member, Chartered Insurance Institute (CII) UK
• DipPFS (CII, in progress)

Charity work

The Voice of the Martyrs International

“I had the pleasure of working with Trevor from 2009 to 2011 and can attest to his professionalism when dealing with complex client matters.  I provided discretionary asset management services from which Trevor satisfied client needs.  Trevor took the time to really get to know his individual clients and offered unrestricted, impartial best of solution structures for each and every one.  No two clients were the same and that was certainly reflected in the structures of his clients.”
David Bushe, Chartered FCSI, Head of Investments, WH Ireland Wealth Management (LinkedIn)

“Trevor has always been available when I needed to communicate with him.”
Stephen King, Director, Laboratory Services, Tapion Hospital, St. Lucia. (Client on LinkedIn)

“Trevor has been my advisor for over seven years and in that time he has done an outstanding job of making me feel centered and comfortable as I embarked on setting my financial footing.  I approached him after a seminar he presented at with the need of understanding where I should be investing based on my specific needs and understanding the local landscape.  After our interview, I was clear on where I should be focusing and what would be superfluous for me.  Trevor is extremely aware of the local and international options available and I’d well-networked to find the information necessary.  Of additional value, is his knowledge of our social and cultural constructs that allow him to best determine investment fit.”
Oraine Ramoo, Women’s Counseling Psychologist & Certified Trauma Therapist. (Client on LinkedIn)