At Trinity, we offer a definitive client proposition which starts at the very first meeting. We will review your present circumstances, look at any current investments and recommend adjustments, as necessary.

This may entail rebalancing your portfolio or altering the asset allocation of your savings and investments, to ensure that they match your attitude to risk and current needs.

Wherever possible, we will also look to maximise tax-savings for you; this may well involve working closely with your accountant or solicitor – we are very happy to do this.

Once a strategy has been agreed on, we will arrange to review this with you regularly, to ensure that it always meets your needs, which may well change over time.

In summary, we provide:

• initial financial review
• analysis of current financial situation
• strategy to achieve your objectives
• risk-profiling
• asset allocation
• portfolio construction and monitoring
• liaison with other professional advisers, as requested
• proactive identification of investment opportunities
• maximisation of tax advantages
• access to adviser by phone or e-mail
• access to support team and regular reviews