About UsTrinity Wealth Management Limited was established on July 2001 by Graham Cleveland and Jon Cobb. They have worked together in the Independent Financial Services sector since 1995. Between them they have over 30 years experience in the industry.
Both Jon and Graham had a desire to set up a practice offering more than asset management and financial advice. They wanted to build an organisation based on relationships which are centred on trust, knowledge and above all face to face contact with their clients.
To eliminate any uncertainty, Trinity work on a fee basis. The transparency of this arrangement allows the relationship to be established on a sound and professional footing.
An initial meeting will give both parties the opportunity to assess whether Trinity is right for the needs and requirements of the prospective client.
Trinity Wealth Management Limited,
is an independent financial advisor, St Albans,
and an appointed representative of Financial Professional Limited
which is authorised and regulated by the Financial Services Authority.
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