We are a firm of Independent Financial Advisers based in St Albans, Hertfordshire. Our aim at Trinity is to build a solution to help you achieve your dreams, aspirations and life goals by providing high quality, bespoke Financial Planning and Investment Management. Our goal is to help you achieve yours.
In line with the ethical stewardship we also offer socially responsible model investment fund portfolios - which can include measurable ESG investing, sustainable investing, impact investing - as part of our financial management.
Our core values of experience, excellence and empathy ensure that throughout the financial planning process our clients are listened to, understood and guided.
At Trinity Wealth Management, we believe that every aspect of your financial goals from short term saving to longer term investment planning are linked, and it is our desire to ensure that the holistic view that we apply to your financial planning will help you achieve these goals in the most efficient way.
To achieve the financial future you wish to enjoy starts with the creation of a financial plan
Our counsel is fee based and impartial. We never forget it is your money, your choice.
A trusted relationship cannot be cultivated over one meeting, we will walk with you every step of your journey
We approached Trinity Wealth Management to help us plan for our financial future. Through Adam’s wise counsel and patience, helping us through the complexities of the financial planning process, plans are now in place for us to cease paid work at the end of this year. If we had one regret, it would have been that we had not found Adam sooner!
Mark expertly navigated us through the process of putting together a financial plan which centred around our personal goals. He gave sound advice with regard to tax, pensions, life insurance and investments which were invaluable. He also gave us advice about our wills and ensured we were planning effectively with regard to our estates. The advice has already paid for itself!
We have received an excellent service with financial planning that has been carefully tailored to our situation. TWM have been able to offer a wide range of options that are suitable for both medium and long-term investments and which provide an appropriate balance between risk and return. The annual meeting and review of objectives has ensured we have given thought to what we are hoping to achieve and respond to changing circumstances.
The reason why we chose Trinity Wealth Management to advise us on our financial affairs was because of their holistic approach to money matters - that it should be handled prudently, carefully, independently and expertly but it was also seen in the wider light of how we live, spend and save.
With regard to financial matters, relationship is key to me and Gill and I quickly established with Adam a good, professional working relationship that ‘held our hands’ when that was required and allowed us to make our decisions with confidence.
Choosing Trinity Wealth Management to plan our financial future was one of the best decisions we have ever made. From the initial consultation through to implementation, Mark's approach was to develop a personal relationship, and provide a ‘tailor made’ solution to our financial requirements.
We have been able to put both personal and business investments in order, and, in the event that they might be needed, put in place plans to make sure our two young children would be looked after financially.
I find myself also attracted to the ethos of Trinity Wealth and indeed any company that looks to ‘give back’ to the community
