Trey Vella

Trey has worked in the Financial Services sector for over ten years. Trey entered the industry as part of a global third-party administration firm before training to become a Financial Planner for a regional IFA firm. Trey subsequently joined HarperLees in June 2021 and has since furthered his studies to achieve Chartered Status.

During his time in the profession, Trey has benefited from seeing how transactional advice and financial planning can significantly differ and how this can impact client outcomes. This was Trey’s main driver for joining the HarperLees team, due to their client-centric approach. Trey enjoys working collaboratively with clients to understand their personal and financial motivations, to help them achieve their goals.

Trey is a member of the Personal Finance Society (PFS) committee for the Essex region which is responsible for maintaining the future growth and professional standing of the society. The
committees are made up of member elected volunteers with the objective of supporting the society and its members in achieving their objectives.

In his spare time Trey enjoys spending time with his family and friends and watching live music.