JERAS’ Compliance Associate – Nick Hughes
To ensure that JERAS meet all ACCA regulations we work closely with Nick Hughes a partner in a Liverpool firm of Accountants.
Nick graduated from UCNW Bangor with a degree in Maths. Nick completed his articles and qualified as an ACCA accountant in 2008. Having gained a wealth of experience in all areas of accountancy Nick was made a partner at his current firm in 2012.
Married with two children Nick is an Everton season ticket holder (which we do not hold against him!) Nick runs to keep fit and loves to travel.
JERAS’ Financial Advisor Trevor O’Loughlin
Trevor has worked in Financial Services since January 2000 and has been a regulated IFA / Financial Planner since 2001, CeFA / DipCII qualified.
Trevor is the Director of O'Loughlin Financial Planning, Senior Financial Planner who's partner practice represents St.James's Place, covering his UK wide client base and running his business as part of the St. James's Place partnership.
He has many long term Clients after 16 years, the length & breath of the UK. London, Liverpool & Manchester are covered extensively.
Trevor specialises in Investment Portfolio & Retirement Planning advice alongside all aspects of Financial Planning including Protection, overseas Investments, Trusts, Inheritance Tax & Mortgages.
Trevor previously worked for HSBC Premier & Lloyd's Wealth over 14 years in the financial services industry before being invited to join the St James Place Partnership.