With 80 years of combined experience in Financial Services, Trinity Wealth Management is able to offer its clients comprehensive and bespoke advice in all areas of their personal financial affairs.

If you feel that we could add value to a friend, colleague or relatives situation, please fill in the form below, having checked 'here' that they fit the profile of the clients that best suit our approach to financial planning. Alternatively, if you are not comfortable providing details in this manner please contact Graham Cleveland on 01727 851123 or at Graham@TWM.uk.com.

If the referral agrees that they would like to use Trinity Wealth Management we will send you £100 of Amazon vouchers as a thank you.

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Your name:*
Your email address:*
Your phone number:*
Referrals name:*
Referrals address:
Referrals contact number:*
Referrals email address:*
Your relationship with them:*
How you think we could help (please provide as much information as possible about their situation):*
Please now read the following and submit the form as directed below: - Once we have received the submitted information, we will initially email the individual/s being referred and then follow this up with a telephone call a few days later. The email will state that you have made the referral and believe that we can add value to their situation. It will also include the information above (top) and below about the experience that we have and the service that we offer. Thank you for supporting Trinity Wealth Management.
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Further Reasons to use Trinity Wealth Management

At Trinity Wealth Management we specialise in walking our clients through the Financial Planning process step by step, from the initial ‘fact finding’ and Goal defining exercises, to the implementation of our recommendations and the ongoing reviews of our client’s ever changing situations.

In providing a holistic Financial Planning service, we are able to review and provide advice in each of the following areas, whilst always being aware of how advice in one area could affect another:

• Goal Planning
• Expenditure, Budgeting and Cash Flow Planning
• Protection Planning (life cover, income protection, critical illness)
• Retirement Planning
• Tax Planning
• Estate Planning
• Future Event and Education Fee Planning
• Philanthropic Planning
• Investments (Asset Management)