In our monthly column, we discuss the financial issues of the day which are relevant to you and which reflect the ever-changing world of personal finance.
I find myself also attracted to the ethos of Trinity Wealth and indeed any company that looks to ‘give back’ to the community
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.
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!
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.
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.
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!
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.
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.