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Our Team
 Between us we have a wealth of experience, which allows us to offer a comprehensive range of services to our client.
We are a close-knit team who work extremely well together and support each other.
We all share a common goal in giving our clients the best service we can.
To read more about us click on the links below.
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Graham Cleveland , Director and Co-founder
Having worked in the finance industry for more than twenty years Graham has a lot of
experience and knowledge to offer. His work experience includes working for a National
Independent Financial Adviser, working in Financial services and with two major insurance
companies. Graham's expertise is to offer an integrated holistic approach when reviewing his
client's finances, lifestyle, goals and dreams.
To read more about Graham and view his qualifications - click here |
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Jon Cobb, Director and Co-founder
Jon as also worked in the finance industry for more than twenty years. Whilst he is very skilled in all aspects of financial planning Jon's particular focus is asset management, and is responsible for the fund choice and asset allocation. He shares the passion for bringing financial biblical principles into the financial advice his gives his clients.
To read more about Jon and view his qualifications - click here |
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Adam Vanstone, Technical Paraplanner
Adam joined us in March 2009, having worked in the financial services industry for 5 years, 2 of which were as an Independent Financial Adviser for another small firm in. Since joining us he has obtained a Diploma in Financial Planning. Adam therefore brings with him a wealth of experience.
To read more about Adam and view his qualifications - click here |
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Sue Thomas - Senior Paraplanner
With more than ten years in the finance industry Sue has a wealth of knowledge to offer. Her work experience includes working for a London based Regional IFA practice as a Paraplanner. Sue's product knowledge includes pensions, investments and protection.
To read more about Sue and view her qualifications - click here |
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Catherine Habershon - Office Administrator
Catherine joins Trinity Wealth Management from a varied background, most recently as an Estate Agent but prior to that working within various charitable and business organisations.
To read more about Catherine - click here |
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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.
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