Before you fill in the form below please read the following text describing who we can assist.

Client Circumstances best served by our Services:

We believe we can add value if you fall into any of the following categories:

Either

• You have personal investments, cash, trustee funds or pension funds with a total value over £250,000 and/or earning a minimum total income of £100,000+ per annum 

  And / or

• You require a bespoke financial plan due to the complexity of your financial affairs, for example Estate Planning, Retirement Planning etc., and understand that typically a quality plan takes three to five days work and Trinity would charge on a time basis

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