Trinity Wealth Managment

read moreWe approached Trinity Wealth Management to help us plan for our financial future. Through Adam's wise counsel and patience, helping us through the complexities of the financial planning process, plans are now in place for us to cease paid work at the end of this year. If we had one regret, it would have been that we had not found Adam sooner! Mark expertly navigated us through the process of putting together a financial plan which centred around our personal goals. He gave sound advice with regard to tax, pensions, life insurance and investments which were invaluable.

read moreTrinity Wealth Management was established in 2001 by the Directors Graham Cleveland and Jon Cobb and has grown into the vibrant firm it is today with advisors in St Albans, Chorleywood and Aylesbury. Supporting the advisors is a dedicated team of paraplanners and support staff who pride themselves in delivering outstanding customer care and professional service. Our team are accessible all year-round, not just at review times, to provide a listening ear and support whenever needed. My particular focus is asset management, and I am responsible for the fund choice and asset allocation.