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InvestmentsISA, PEP, Unit Trusts, Investment Trusts, Bonds, VCT, EIS, Warrants, Convertibles, Zeros, Hedge Funds, Offshore Funds, Absolute return funds, Long only funds, Arbitrage, selling short, its all gone a bit crazy in the world of investments.
Having an in depth knowledge of the raft of investments on offer to the general public allows you a peace of mind that your money is being invested in a vehicle which is suitable for your needs and risk tolerance.
But how about Your current investments? Its always worth a check up that they are still the best option for the goal they were set up to achieve.
Maybe you have a new Lump Sum of money which you are seeking advice on. Trinity Wealth Management Ltd would be delighted to advise you on the most suitable investment strategy for you.
Whether new or existing funds, what is missing for so many investors is Ongoing Investment Management. When was the last time your adviser reviewed your portfolio? Perhaps he has no incentive because (s)he took all the commission ?up front? Trinity Wealth Management Ltd are a firm of fee based financial planners, so we have an incentive to make sure we continually deliver a service which you value.
If you would like to meet with one of Trinity Wealth Managements Financial Advisers then please click Contact Us or telephone us on 01727 851123 for a free initial meeting at our office.
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. |
