Enquiry Form

Address:
Trinity Wealth Management Ltd
Cedar Court, 6c Parkway
Porters Wood
St Albans
Hertfordshire AL3 6PA

T: +44 (0)1727 851123   
F: +44 (0)1727 858083
E: info@twm.uk.com

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For further details on how to find us click here


Before you fill in the form below please read the following text describing who we can assist.

Client Circumstances best served by our Services:

We believe we can add value if you fall into any of the following categories:

Either

  • You have personal investments, cash, trustee funds or pension funds with a total value over £250,000

And / or

  • You are earning a total minimum income of £80,000+ per annum

And / or

  • You require a bespoke financial plan due to the complexity of your financial affairs, for example Estate Planning, Retirement Planning etc., and understand that typically a quality plan takes two to four days work and Trinity would charge on a time basis

And / or

  • You have the ability and desire to give in excess of £50,000 to Kingdom Work (eg through receipt of an inheritance, or sale of a business)

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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 info@twm.uk.com