We are independent fee based christian
financial advisors who base our financial advice and investment
planning on christian biblical principles. God has a lot to
say about goal setting and dreams. The bible says a lot about
money, possessions and stewardship.
Our aim is to help people to take a holistic look
at their lives, their goals, lifestyle and where God is leading
them. We believe this sets us apart from the majority of financial
advisors.
This is achieved by implementing a tax efficient
financial plan and investment strategy. Not only do our clients
see results but they become free from financial burdens and
the worry of money.
Experience has taught us that today's financial
decisions have implications on your entire life. The longer
range your perspective, the better your ability to make decisions. Financial planning can help free you from economic fear and
enable you to steward your God-given resources more effectively.
We believe it is important to offer a personal
service, meet with you and develop a relationship based on trust
and confidentiality.
Located in St Albans, Hertfordshire, we are fee
based, independent financial advisors qualified to address any
investment and financial planning issue you may have.
Client
Circumstances best served by our Services:
We believe we can add value if you fall into any
of the following categories:
Either
You have personal investments, cash, trustee funds or pension funds with a total value over £100,000
And / or
You are earning a total minimum income of £80,000+ per annum
And / or
You require a bespoke financial plan due to the complexity of your financial affairs, for example Estate Planning, Retirement Planning etc., and understand that typically a quality plan takes two to four days work and Trinity would charge on a time basis
And / or
You have the ability and desire to give in excess of £50,000 to Kingdom Work (eg through receipt of an inheritance, or sale of a business)
Our financial advice includes investment planning,
retirement planning, inheritance tax planning, cash flow analysis,
budgeting and ongoing income and investment management, tax
efficient giving, donation to a charity, stewardship and goal
setting.
We can also offer our clients the benefit of being
able to use Trinity's Clearing Trust for their own personal
giving.
"God has a lot
to say about setting goals, making plans and directing our
steps. This fundamental truth is in all our financial planning.
God is not just interested in our goals, but also our dreams"
Graham Cleveland, Director
We strongly believe that successful stewardship
is the continued achievement of God-given goals using God-given
resources.
Plans
fail for lack of counsel, but with many advisers they succeed. Proverbs 15 v22
NIV
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.
