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Our best savings interest rates
1 year fixed rate at 4.18% gross (AER)


Mission to charities

As Christian Financial Advisors we have a desire to see Kingdom based charities financially thrive. Recognising that charities have a requirement in this area we have developed our Mission to Charities service.

We are currently working with J John of Philo Trust and Toy Box charity.

Ways we can help charities
There are a number of ways we are able to help charities to increase their revenue from either their own investments, and / or donors, according to what is relevant.

Once we have established how we can work with a charity, if relevant, we will produce a bespoke 'donor leaflet' for the charity to send out to their donors, or alternatively create a pdf which can be emailed to a donor database. Click here to download a copy of a donor leaflet or contact us and we will send you one by mail.

Financial advice for charity donors
We have found an opportunity to help charities increase their income through allowing us to advise their top donors. When your financial planning is sorted, it is easier to distinguish what is available to give away. This benefits both the giver and receiver. We are thrilled at the response we have received from Charities.

If you are involved in a charity, perhaps you would be interested in learning more? If so please contact us.

Asset Management advice
In addition we can assist charities with Asset Management. The Trustees Act of 2000 has put an onus on trustees to have an investment strategy. We can work with a charity's trustees to evaluate their investment strategy and make recommendations to improve the trusts performance.

Financial Seminars
Thirdly, if appropriate, through our charity, Trinity Ministries, we will give free seminars about financial biblical principles. We design these to be lively events aimed at opening Christian's eyes to this fundamental, but little taught, subject. Without doubt Christians, with a heart for Kingdom issues, will positively review and increase their charitable giving.

Please go to 'About Us' to find out more about our heart for our business and ministry.

 

"We are grateful to God for Trinity Wealth for sowing seed into our ministry of evangelism"
Canon J.John, Philo Trust

Trinity Wealth Management Limited, is an independent financial advisor, St Albans,
and an appointed representative of Financial Professional Limited
which is authorised and regulated by the Financial Services Authority.

Trinity Wealth Management Ltd - T: +44 (0) 1727 851123 - F: 020 7067 9654 - E: info@twm.uk.com
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