Trinity Lifetime Partners
Initial consultation free
Restricted
Wealth management for today, tomorrow and generations to come. Delivering robust financial solutions to families, corporates and individuals.
We can advise you on
Clients
helped
15helped
Minimum
pension value
£250k+pension value
Minimum
wealth
£250k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Bobby Spalding DipPFS
Financial Planner
Mr George Brassett DipFA
Financial Planner
Mr Walter Dio Chartered ALFBF, DipFA
Financial Planner and Paraplanner
What our clients say
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Retired Underwriter
In a sector that has had its share of sharp practice, Trinity Lifetime strive to work in a way that is transparent and conscientious. Even though you have a primary contact, you got the feeling that...
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Retired Risk Management Specialist
I wanted to drop you a line to highlight the work and assistance that Ellie provided during the recent pension transfer. Ellie provided first class customer service throughout the process and always...
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Director of Business Development International at a leading law firm
I just wanted to say a big thank you to Patrick for Wednesday’s meeting. As always, super informative and helpful. We really appreciate your insights and support on our financial planning.
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Senior Underwriter
I particularly liked the open, detailed, constructive and transparent approach, always supported by good documentation and sound advice. All in all, this is a very satisfactory arrangement which...
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Senior professional in the creative sports industry
As first time buyers, it was fantastic to work with Samuel and the team at Trinity Lifetime on securing our mortgage. Samuel was always available for a conversation or to answer any questions,...
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Cyber Underwriter at a Global Insurer
The service Trinity Lifetime provided has been of a very high standard. My adviser’s ability to simply financial discussions has made the process very insightful. Based on my personal experience, I...
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