Financial Advisers (Independent) in St. Albans
We are independent fee based christian financial advisors specialising in Investments, Estate Planning and Pensions.
Trinity Wealth Management Limited is an appointed representative of Financial Professional Limited which is authorised and regulated by the Financial Services Authority. Members of the Institute of Financial Planning, Personal Finance Society, Personal Finance Society, Directors have Financial Planning Certificates and Advanced Financial Planning Certificates
We base our financial advice and investment planning on christian biblical principles for both our Christian and non-Christian clients. Choosing a wise investment or retirement planand researching every opportunity for your money can be a challenge for any private investor. In constructing your investment portfolio or retirement plan we consider the timing and achievement of your personal goals, your God given dreams and the level of risk you are comfortable with. Our aim is to help people to take a holistic look at their lives, their goals and lifestyle. We believe this sets us apart from the majority of financial advisors.
They company has become established on the basis of continuing customer care and attention. It is a fee based service. They practice their christian faith throughout their business.
Jenny Hale - 09/11/2005 | report this review
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