Independent Financial Advisors - St Albans Team

st albans team of  independent financial advisors Between us we have a wealth of experience as finance advisors, which allows us to offer a comprehensive range of services to our clients.

We are a close-knit team who work extremely well together and support each other.

We all share a common goal in giving our clients the best financial advice services we can, including tax planning, pensions, portfolio investment and wealth management.

To read more about us click on the links below


graham cleveland financial advisor certified financial plannerGraham Cleveland, Director and Co-founder
Graham’s particular expertise when reviewing his clients’ financial positions is to take a holistic approach along with providing independent advice. This means he applies financial planning in an integrated format, taking account of each client’s lifestyle and goals - both personal and business. He has worked in the finance industry for more than thirty years.

To read more about Graham and view his qualifications - click here.


jon cobb financial advisor st albans hertfordshireJon Cobb, Director and Co-founder
Jon, whose speciality is wealth management, is in charge of asset allocation and fund selection. He believes in the value of portfolio diversification coupled with Trinity’s holistic approach to providing financial advice. Having worked in the finance industry for more than twenty years, he is experienced in all areas of financial planning.

To read more about Jon and view his qualifications - click here


adam vanstone financial planner st albans herts Adam Vanstone, Financial Planner
Adam shares the Trinity values and integrated holistic approach. He has worked in financial services for ten years and has been awarded a diploma in financial planning since he joined us six years ago. His experience includes two years as an independent financial adviser with another St Albans firm.

To read more about Adam and view his qualifications - click here


mark harper financial planner trinity wealth managementMark Harper, Financial Planner
Mark offers holistic financial planning and asset management advice as part of his role as an independent financial adviser within the company. He is passionate about helping people to solve their financial problems, take control of their finances and achieve their financial and life goals. He has worked in the financial services industry for over 25 years and joined the Trinity team in 2010.

To read more about Mark and view his qualifications - click here


craig mackenzie para planner st albans hertfordshireCraig Mackenzie, Senior Paraplanner
Craig’s role is to analyse clients’ situations, analyse products and compile reports for all aspects of independent financial advice including taxation, pensions and investments. He joined Trinity in 2014 having worked with a large law firm, a national pension consultancy and regional independent financial advisers.

To read more about Craig and view his qualifications - click here


roger marx financial planner trinity wealth managementRoger Marx, Financial Planner
Roger has wide and long experience in all areas of wealth management and pension advice, including 18 years running his own practice as an independent financial adviser. He is highly qualified and joined Trinity to look after clients in the Twickenham and Richmond area.

Click here to read more about Roger and view his qualifications


sue thomas trinity weath management st albans hertsSue Thomas, Technical Support Officer
Sue works closely with the team, offering support through research, analysis and reports. Her wide knowledge of financial products encompasses investments, pensions and protection. She has more than 11 years’ experience working in the finance industry, including as a paraplanner with a London-based regional IFA practice.

To read more about Sue and view her qualifications - click here


catherine habershon trinity wealth management st albans hertsCatherine Habershon, Business Manager
Catherine has built up a wealth of valuable experience working with clients and for businesses. This includes working in both commercial and charitable settings.

To read more about Catherine - click here


sue gould trinity wealth management st albans hertfordshireSusan Gould, Technical and Business Support Officer
Susan, joined the Trinity Wealth Management team in 2013. With a background in IT, her experience includes her role as a business systems analyst for a large supermarket and work in the investment & retail banking sector.

To read more about Susan


joanne deacon trinity wealth management st albans hertsJoanne Deacon, Advisor Business Support Officer
Jo has a solid background in business administration, principally in banking and the Civil Service. She works alongside Catherine and Susan in the St Albans office.

To read more about Joanne – click here

 

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