Testimonials

We are proud to have received the following testimonials from some of our valued clients:


“Trinity have an understanding of my goals
and aspirations, this allows them to give wise counsel on my financial planning needs.”


Property Investor and ex Fund Manager


"Running my own practice means I need an adviser who can provide me with the assurance that I can achieve my financial goals now and in the future."

Dental Practitioner


“I have been a client of Jon and Graham since Trinity were formed, and I’ve got to know them well. I always enjoy our meetings which are lively, stimulating and productive.”

Clinical Director of Surgery,
Royal Brompton Hospital


"Trinity is advising and enabling us to fulfil our goals. The knowledge that Trinity shares the same core values gives us confidence.”

Founding Trustees of a Charitable Trust
University Lecturer and Professional Translator


"It was important for us to use financial advisers that have Christian values - and have been very fortunate to find Trinity. We are so grateful for the guidance and support that they have given us.

Adam our adviser, along with Jon and Graham, have been a friendly and caring help in leading us through the myriad of important, but complex (for us) personal and financial decisions that we have needed to make - in terms of pension, retirement, life and investment planning.

We have been reassured in developing our economic and spiritual goals holistically – and even had sufficient confidence to organise our ‘once in a lifetime’ sabbatical extended holiday, knowing that our finances were in good shape and in safe hands!"

Mr & Mrs C from Hertfordshire


"We reached a point in our lives where we felt it was important to be better stewards of our finances and Trinity Wealth have been valued partners as we have taken that process forward.

Trinity Wealth have helped us get to grips with the nuts and bolts of financial planning (no mean feat!), and encouraged us to identify our personal, family and ministry goals as the platform for setting financial goals, and their long-range financial projections have served as a powerful tool to "health check" our plans.

Trinity Wealth's approach to investment management has similarly impressed me with its emphasis on "demystifying" the investment process, on getting the key investment decisions right, on following a disciplined, evidence-based approach,  and on keeping costs trim and transparent. "

C T, Solicitor, Cambridge


"As someone who has recently been widowed, I am so grateful for the trustworthy, prayerful partnership I have found in Jon and Graham.
Besides reliable financial advice, they offer friendly support and sensitive, patient understanding at a very difficult time.
I have no hesitation in recommending Trinity Wealth Management to you."


P C – Bucks


"In a profession where not everything is what it seems, I have found in Trinity a company who have my best interests at the centre of everything that they do for me."

Chairman of a
Blue Chip Group of Companies

 


"TWM have been very helpful. Not only in helping us get the essentials of financial planning and protection in place, but also in helping us think through what our priorities are, and then developing a plan to help us achieve them."

Mr & Mrs B - Herts

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