Office move to improve
client services
Trinity Wealth Management Ltd, fee based Financial
Planners, have recently hosted a party for clients and business
associates to celebrate their move to brand new offices in St
Albans. Directors Graham Cleveland and Jon Cobb who base their
financial planning advice on Biblical principles, for both Christian
and non-Christian clients, do as they suggest by giving financial
support to national and international charities.
The move to their new offices will allow the company
to expand and provide a larger and more pleasant meeting environment
for clients. This fits in with their desire to provide a personalised
face-to-face service.
Graham believes that
"God has a lot
to say about setting goals and making plans ....It's not just
about goals it's also about dreams. I find that God is interested
in your goals but I believe He is more interested in your
dreams because He is the ultimate Dream Giver.
Our aim is to help people
stop and think where they are going in life, or more importantly,
where is God going to take them? The process is understanding
where they are financially today and then design a plan to
achieve their goals and dreams so they can appropriately manage,
invest and give money as planned."
When their clients come with an investment requirement
and implement Trinity Wealth Management's advice they not only
see results but become free from financial burdens and the worry
of money. Graham and Jon utilise tax breaks and search the best
investments for making their clients money work hard for them.
Under their charitable and mission giving, Jon
spent a week in the Dominican Republic with Mission Direct.
This year they are expanding this project with Jon proposing
to take along a group of their clients. They have also given
talks on biblical financial principles to businessmen in Macedonia
and a number of UK churches. They also financially support a
number of charities which include Philo Trust, Watford New Hope
Trust, Luton Christian Education Trust and Links International.
Graham and Jon took the opportunity to thank their clients for
their continued support and also for making these activities
possible.
Further business information can be found on their
web site at www.financial-advisers.com
END
** If you prefer to receive Press Releases by email
please email as below.
A CD is available which includes the press release
in Word, hi-res pictures of Graham Cleveland, Jon Cobb, their
party and Job Cobb in the Dominican Republic.
For further information
or a copy of the CD contact
Phyllida Vanstone, Design Link (UK) Ltd
Direct Line: 01727 869798 Mobile: 07802 386486
Email: phyllida@vanstones.u-net.com
(Please put Trinity Wealth Management in the subject line)
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