Giving

Do you want to:

  • Incorporate a philanthropic factor into your Financial Planning?
  • Ensure your giving is arranged in a tax efficient way?
  • Leave a legacy, using charitable giving within your estate planning?

Many of our clients wish to make a difference with their wealth and, in addition to ensuring their investments are geared towards making a social impact, also look to formulate a giving plan so that their generosity is structured in the most tax efficient way. By including charitable giving as part of a clients financial plan, substantial sums have been directed towards charitable organisations which has resulted in the improvement of many lives around the globe.

Other clients desire to leave a legacy and Trinity work with solicitors to incorporate charitable giving into their wills. This provides greater flexibility if they later wish to amend which charitable organisations will ultimately benefit.

Create a Financial Plan
Give Advice and Implement
Enjoy an Ongoing Relationship

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

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

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 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

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

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

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

Would you like to get in touch?

+44 (0)1727 851123 email us