Referral Form

With 80 years of combined experience in Financial Services, Trinity Wealth Management is able to offer its clients comprehensive and bespoke advice in all areas of their personal financial affairs.

If you feel that we could add value to a friend, colleague or relative's situation, please fill in the form below, having checked here that they fit the profile of the client that suits our approach to financial planning. Alternatively, if you are not comfortable providing details in this manner please contact Graham Cleveland on 01727 851123 or at

If the referral agrees that they would like to use Trinity Wealth Management we will send you £100 of Amazon vouchers as a thank you.

* Obligatory fields

First Name:*
Last Name:*
Tel:* (inc country code)
Referral's Details
Referral's Name: *
Referral's Address:
Referral's Tel:* (inc country code)
Referral's E-Mail:*
Your relationship to them:
How you think we could help? (please provide as much information as possible about their situation):


Further Reasons to use Trinity Wealth Management

At Trinity Wealth Management we specialise in walking our clients through the Financial Planning process step by step, from the initial ‘fact finding’ and Goal defining exercises, to the implementation of our recommendations and the ongoing reviews of our client’s ever changing situations.

In providing a holistic Financial Planning service, we are able to review and provide advice in each of the following areas, whilst always being aware of how advice in one area could affect another:

  • Goal Planning
  • Expenditure, Budgeting and Cash Flow Planning
  • Protection Planning (life cover, income protection, critical illness)
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Future Event and Education Fee Planning
  • Philanthropic Planning
  • Investments (Asset Management)

We also pride ourselves on the long lasting relationships that we have with many of our clients, a number of whom were existing clients of the company’s two directors, Graham and Jon, when they started the company some 13 years ago.

Once an individual becomes a client of Trinity we will meet with them at least once a year for a review of their situation and will also send out bi-annual investment reports (where applicable) and a bi-annual newsletter. We are of course also always available on the telephone!

If you feel that we could be of benefit to a friend, relative or business colleague please complete the fields as instructed at the top of the page.

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