New lump sum investments

For those of you who have a lump sum of money which has not yet been invested (perhaps though an inheritance, sale proceeds or bonus) the process of arriving at the most suitable investment for your funds is as follows.

Our clients have found the following aspects of our advice helpful:

• The rigorous selection process carried out by Jon Cobb (Investment Manager) who selects only those funds which he believes have above average long term prospects.
• The report is tailor made. It is individual to you, not a computer generated 'off the peg' report
• The personal nature of the process means that there is always opportunity to ask questions so that you fully understand the advice. Your adviser will be delighted to answer any questions you have.

The process of providing you with advice for a new lump sum investment is as follows:

• Set up a meeting with a fully qualified Trinity Wealth Management adviser
• Together, assess your investment goals with regards to time frame, income needs, target growth and your attitude to risk.
• Trinity Wealth Management adviser to construct a fully diversified portfolio made up of funds selected from our rigorous investment selection process. This will be presented in the form of a written report explaining the reasons for our recommendations.
• Trinity Wealth Management adviser to meet with you and to go through the report and administer the processing of your investment application.
• We will then discuss the process of ongoing management of your portfolio.

If you would you like your existing portfolio reviewed then please click 'Contact Us' in the menu to the left and complete the response form.

"Invest in seven ventures, yes, in eight; you do not know what disaster may come upon the land."
Ecclesiastes 11:2 Today's New International Version