All about Trinity Wealth Management

independent financial advisers & wealth managementOur Story
Over the last twelve years we have been on a journey which has taken us through different personal and business experiences which brought us to a point where we decided to fulfil our shared passion, with our combined financial skills, and in 2001 set up Trinity Wealth Management.

Our mission statement
Trinity Wealth Management Ltd exists to see clients achieve their goals and dreams through life change.

This is achieved by:-

  • Freeing up time
  • Freeing up resources
  • Have a greater understanding of stewardship and planning
  • Support and encouragement of life decisions
  • Getting the balance right
  • Accountability on an individual basis
  • Technical expertise

Our Goals
We have set ourselves personal, family and business goals, which model the holistic personal and financial advice we give to our clients. As directors of the company we passionately believe that it is vital to give of our time and money to helping the less fortunate which has led to the formation of our charitable arm Trinity Ministries.

Directors: Graham Cleveland and Jon Cobb

Job Vacancies
We very occasionally have vacancies for a new team member. For details click here for Trinity Wealth Management's Job Vacancies

To enquire about any of the above services – Financial Planning as well as the On-going Review Services please click here,
OR phone +44 (0)1727 851123 Fax +44 (0)1727 858083 or email us on