Enjoy an Ongoing Relationship

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!

Create a Financial Plan
Give Advice and Implement
Giving

The power of testimony

With regard to financial matters, relationship is key to me and Gill and I quickly established with Adam a good, professional working relationship that ‘held our hands’ when that was required and allowed us to make our decisions with confidence.

Mr M Wilson

We have received an excellent service with financial planning that has been carefully tailored to our situation. TWM have been able to offer a wide range of options that are suitable for both medium and long-term investments and which provide an appropriate balance between risk and return. The annual meeting and review of objectives has ensured we have given thought to what we are hoping to achieve and respond to changing circumstances.

Chris and Helen Medley

We approached Trinity Wealth Management to help us plan for our financial future. Through Adam’s wise counsel and patience, helping us through the complexities of the financial planning process, plans are now in place for us to cease paid work at the end of this year. If we had one regret, it would have been that we had not found Adam sooner!

Mr and Mrs James

Mark expertly navigated us through the process of putting together a financial plan which centred around our personal goals. He gave sound advice with regard to tax, pensions, life insurance and investments which were invaluable. He also gave us advice about our wills and ensured we were planning effectively with regard to our estates. The advice has already paid for itself!

Mr D.Harding

I find myself also attracted to the ethos of Trinity Wealth and indeed any company that looks to ‘give back’ to the community

Mr M Wilson

The reason why we chose Trinity Wealth Management to advise us on our financial affairs was because of their holistic approach to money matters - that it should be handled prudently, carefully, independently and expertly but it was also seen in the wider light of how we live, spend and save.

John and Janet Purvis

We have been able to put both personal and business investments in order, and, in the event that they might be needed, put in place plans to make sure our two young children would be looked after financially.

Mrs Abi Gill

Choosing Trinity Wealth Management to plan our financial future was one of the best decisions we have ever made. From the initial consultation through to implementation, Mark's approach was to develop a personal relationship, and provide a ‘tailor made’ solution to our financial requirements.

Keith & Linda Tattersall

Would you like to get in touch?

+44 (0)1727 851123 email us