Latest News from Trinity Wealth
Management & Trinity Ministries  Jon
leaves for Dominican Republic
(11th June 2008)
Today Jon leaves for
the Dominican Republic with Mission Direct - click
here to read more and get his blog address.
Jon
preparing for his next trip to the Dominican Republic
(May 2008
Jon
is in the last throws of preparing for his next trip to the Dominican Republic.
With a target of £50,000
and his heart set on finishing a school he is thrilled to see how peoples generosity
is going to make this possible Click
here to read more about Jon's trip to the Dominican Republic - all part of Trinity
Ministries. 
School
that Jon hopes to see completed after this year's trip TWM
looking for new Office Administrator
(April 2008)
We
are looking for a replacement for our lovely Caroline - if you are interested
click here to read more about
the Office Administrator vacancy. The
Times - they are a reporting
(March 2008)
We
were pleased to have been invited by the Times to be featured in their Easter
Saturday edition, along with one of our clients, Lindsey Carter. Lindsey, from
Devon, agreed to be featured and has given us permission for us to repeat her
testimonial here. Click
here read what Lindsey Carter said about Trinity Wealth Management in the Times
Newspaper
All
change at Trinity Wealth Management.
(September 2007)
It is
with great reluctance that we have had to let Jennie go to her new vocation to
study as an Occupational Therapist. Jennie joined us in April 2005 as Office Manager
and has been a great asset to both the business and Trinity Ministries. Whilst
we are obviously thrilled for her, we will certainly miss her - and wish her every
success. Every cloud has a silver lining and we are pleased
to welcome two new members of staff - Sue Thomas and Caroline Radford. Sue,
with 10 years experience in the industry, has joined us as a Senior Paraplanner,
will be a great asset to Trinity Wealth Management. Caroline
has joined us as Office Administrator to replace Jennie. Caroline will invaluable
as she supports our clients, the Trinity team and everything going on in the office. Graham
awarded Certified Financial Planner Licence.
(May 2007)
We are very
proud to announce that Graham has recently gained his Certified Financial Planner
licence (CFP). There are in fact fewer than 1000 in the UK so this is a great
accolade. We like to feel that we always give of our best -
but this achievement confirms that Graham's gives a competent professional service
of excellence. To quote from the Institute of Financial Planning's
web site "Individuals
certified by the IFP have taken the extra step to demonstrate their professionalism
by voluntarily submitting to the rigorous Certified Financial Planner (CFP®)
licence process that includes demanding education, examination, experience and
ethical requirements. These standards are called "the four Es. Certified
Financial Planner professionals must be AFPC qualified or equivalent and have
three years minimum experience in financial planning prior to earning the right
to use the Certified Financial Planner Licence marks." To
learn more about being a Certified Financial Planner - click here.
Click
here to read more about Graham Cleveland.
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