• I can help you with
  • Office
  • Second Floor, 1 Amphora Place
  • Sheepen Road
  • Colchester
  • Essex
  • CO3 3WG
  • Tel: 01206 217309

Trey Vella

Trainee Financial Planner

I am responsible for assisting the financial planners in the research, preparation and implementation of financial products for our clients. As a trainee financial planner, I enjoy working with our clients and ensuring all of their needs are met through our knowledge and research.

I am currently studying towards the Diploma in Regulated Financial Planning. I am on the last module which I am due to complete later this year. I also hold the Introduction to Securities & Investment (IOC) certificate, and am a member of the Chartered Insurance Institute.

In my spare time, I enjoy watching live bands and different sports, such as; boxing, rugby and football.