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Investing for GrowthTrinity Wealth Management adheres to a strict investment discipline. This starts with clearing existing unsecured liabilities and establish emergency funds before allocating funds to particular goals. This is called a Sequential investment strategy and your adviser will take you through this process.
 A key factor to all portfolios constructed by Trinity Wealth Management Ltd is that they are diversified between the different asset classes, as it is a proven fact that no one particular asset class consistently out-performs another.
The goal of a Growth portfolio is to maximise growth in a tax efficient manner, but may well use income generating funds, with the income being re-invested, if this was felt to generate overall greater returns.
Many Financial Advisers stick to advising on Unit trust / Oeic investments as these pay good commission. Likewise, investment through a popular wrapper may make administration easy for all concerned, but limits investment choice.
At Trinity Wealth Management, we are seeking to utilise funds which we believe have the potential to grow for our clients, and will therefore source existing PEPs, ISAs, Unit trust / Oeics, Investment Bonds, Investment Trusts, Offshore funds, VCTs , EIS, Managed Aim shares and Limited Companies in the search for growth potential.
If you would like advice on investing for Growth then please click 'Contact Us' below and complete the response form.
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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