Investment Advice and Portfolio Management

independent financial advisers & wealth managementChoosing a wise investment and researching every investment opportunity for your money can be a challenge for any private investor. In constructing your investment portfolio we consider the timing and achievement of your personal goals, your personal dreams and the level of risk you are comfortable with.

We believe that we are more than qualified and experienced to advise you on your current investment portfolio or a lump sum of money. Whether for new or existing funds we would be delighted to advise on the most suitable investment strategy.

Whether new or existing funds, what is missing for so many investors is an ongoing portfolio management service.

When was the last time your adviser reviewed your portfolio? Perhaps they have no incentive because they took all the commission up front? Trinity Wealth Management Ltd are a firm of fee based financial planners, so we have an incentive to make sure we continually deliver a quality service which you value.

If you would like to meet with one of financial advisers then please contact us.

Whether an ISA, PEP, Unit Trusts, Investment Trusts, Bonds, VCT, EIS, Warrants, Convertibles, Zeros, Hedge Funds, Offshore Funds, Absolute return funds, Long only funds, Arbitrage, selling short, we have the experience to make sense of the crazy world of investments.

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