Trinity Wealth Management's testimonials We
are proud to have received the following testimonials from some of our valued
clients:
As
in the Times newspaper …. Lindsey
Carter, of Plymouth, travelled all the way to St Albans to visit Trinity Wealth
Management after seeing the Christian IFA featured on the BBC programme Songs
of Praise. "I had no idea that there even was such
a thing," says the 62-year-old, who works for Cafod, the Catholic aid agency.
"I was delighted, because I have a deep suspicion of the whole financial
industry." Mrs Carter had sold an investment property and
wanted advice on putting the proceeds into ethical funds. She was also keen to
make her charity gifts tax-efficient and to prepare for a comfortable retirement. "Trinity
looks at the whole person," she says. "I have used other IFAs before,
but they could never understand my priorities. They had never heard of 'tithes',
for instance. Their advice has been the best I have had and I would recommend
Trinity to like-minded people." ………..
Times Saturday 22nd March 2008-04-08 'As someone
who has recently been widowed, I am so grateful for the trustworthy, prayerful
partnership I have found in Jon and Graham. Besides reliable
financial advice, they offer friendly support and sensitive, patient understanding
at a very difficult time. I have no hesitation in recommending
Trinity Wealth Management to you.'
P C - Bucks 'Trying
to pick up the pieces after the death of a spouse is terrifying. The fear and
worry about raising your child and being able to provide is huge. I was very frightened
and confused for a long time and then some church members recommended Trinity
Wealth Management. Trinity brought calm and strength into our
lives. God doesn't want us to be fearful, he wants to guide us through that valley
and I think he sometimes uses his shepherds here on earth, such as Trinity. Money
has always been one of the greatest worries for people, but its by confronting
the fear and taking responsibility for ones finances that the fear can be eliminated.
Trinity helps through encouragement, prayer and of course financial planning.
I think they hit the right balance between helping clients to use their God given
talents to live their lives and help others, and trusting to the Lord for the
rest. Trinity was an answer to a prayer and their prayers for me have been answered.'
A C - London 'TWM have been
very helpful. Not only in helping us get the essentials of financial planning
and protection in place, but also in helping us think through what our priorities
are, and then developing a plan to help us achieve them.'
Mr
& Mrs B - Herts 'I value Jon Cobb as an IFA:
Firstly because I know that he is Christian and I believe him
to be a person with integrity who I can trust. Secondly, because
he offered a complete financial planning service, which was on a single fixed
fee basis rather than being linked to him having to sell financial products to
me in order to obtain his fee. Thirdly because he has specialised
in the area of financial planning and is a qualified Member of the Institute of
Financial Planning (MIFP). To date, I have been very happy
with the help I have received.'
Mr H - Hertfordshire 'We
are very pleased with your recent report on Inheritance Tax Planning - it was
very straightforward to understand and we are happy to proceed as advised.'
Mrs P - Waltham Abbey | 
