Do you want to:

  • Develop a trusted relationship with your Financial Planner?
  • Have immediate access to portfolio values at any time
  • Review your goals each year, adapting your Financial Plan to address any changes
  • Monitor the progress towards meeting your financial planning goals and dreams

If you stood at the bottom of Everest and your Sherpa pointed to the summit and said ‘Just head up there’, you probably wouldn’t make it! It is the same with financial planning: The most important part of your Trinity adviser’s role is to walk with you every step of the way until you have reached the goal which you had planned for.

Reviewing your Financial Plan and the Investment Portfolio is a vital part of our job. Your goals can change or may need to be adapted as circumstances change. We use technology to allow you to keep informed of the value of your investments but we find that it is important to meet with you face to face at least once a year to review your plan and portfolio to ensure you stay on track to reach that summit.

A trusted relationship cannot be cultivated over one meeting, and we are proud to have looked after some of our valued clients for over two decades!

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Would you like to get in touch?

+44 (0)1727 851123 email us