When was the last time you asked the following?

  • Are the charges you are paying reasonable?
  • Are the funds you are invested in performing well?
  • Are you making use of appropriate tax efficient wrappers?
  • Will your existing investments give you the best chance of achieving your goals?

Having determined your financial planning goals, in our experience value is added by reviewing the suitability of the existing products and the underlying investments that you hold. As Trinity Wealth Management is an Independent firm of Financial Planners we have the ability to source the ‘whole of market’ meaning we can access the most suitable solution for your particular need, ensuring our advice is unbiased.

Having completed your Financial Plan, the solution is typically Investment Management! At Trinity Wealth Management, our Investment Committee meets every three months to appraise the investment landscape and to review the crafted 15 model portfolios which not only account for the level of risk, but also the timescale to realising your goals and dreams.

For many clients it is important that their funds are invested in a socially responsible manner. At Trinity we work with a third party to ensure that the funds we recommend have been independently screened and, more importantly, the social impact of each portfolio can be measured.

Not only would we look to give advice on how to achieve your goals, but we would also look to implement the recommendations we make. Our dedicated administration team would ensure that that the process is both seamless and efficient.

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