Qualifications

RQF Level 4 Diploma in Regulated Financial Planning
Chartered Institute for Securities and Investment (IOC)- Introduction to Securities & Investment
Intermediate level apprenticeship in Providing Financial Services (Investment Operations)

Trey Vella

Financial Planner

Contact Trey

01277 350560 trey@harperlees.co.uk

Qualifications

Trey

In the office

Trey has worked in the Financial Services sector for the past eight years, and before joining HarperLees was a Financial Planner for an IFA firm.

Trey is the newest Planner in the team, currently focused on developing his skillset aligned with HarperLees’ Lifestyle Financial Planning service. He is responsible for helping the clients achieve their life goals. Trey is currently working hard towards his Chartered Financial Planner status.

Trey

At home

In his spare time, Trey enjoys spending time with his wife and friends, going to watch live music, watching sport (mainly football), and going to the gym.

In the

Spotlight

On an ideal weekend, you can find me:

In a beer garden.

My favourite holiday destination is:

Mexico.

My favourite song to play in the car is:

Cleopatrick - Bernard Trigger

The first album I bought was:

Blink 182

If I could be any fictional character, I would be:

Jack Sparrow so I could spend my time sailing around the Caribbean drinking rum.

If I could turn any activity into an Olympic sport, I would win a medal in:

Eating my body weight in pick and mix sweets.

When the dessert menu arrives, I’m looking for:

A cheeseboard.

The three qualities that draw me to new people are:

Sociable, kind and fun to be around.

Let's have a conversation

If you'd like to find out more about how we can help, simply get in touch using the form below.