Additional Services
Trinity Financial has access to independent specialists who work on behalf of our clients to provide superior advice and service in the following areas:
Investments
There are significant opportunities to increase your wealth through investment, but this is only possible if your money is invested in the right way. With Trinity Financial's partners, you will benefit from a highly experienced team with a thorough and knowledgeable approach to Investment Management, providing expert recommendations on where to place your money.
Retirement Planning
Whatever life stage you are at currently, it is important to receive expert and professional advice on your pension requirements. Trinity Financial's partners are able to assist you to make the most of the retirement opportunities available whether you're an individual or a business, so when the time comes to retire your only concern will be how you choose to enjoy it!
Accountancy & Tax Planning
Good accounting can help a business to thrive and understanding and minimising your tax liabilities is vital to maintaining your wealth. Not having a competent accountant onboard or not fully understanding the tax position on your assets or income can lead to business stagnation and / or payment of unnecessary taxes. Trinity Financial's partners will provide you with the right accounting / tax advice and make sure that you understand accounting / tax implications, they will be able to maximise accounting efficiencies, whilst minimising your tax liabilities.
Will Writing
It's not really a case of why you should make a will but why you shouldn't fail to. If you die intestate (in other words without a will) you run the risk of leaving behind a trail of stress, cost and even family feuds. The creation of a will need not be a stressful affair; it can be dealt with quickly and accurately by one of Trinity Financial's, Will Writing specialists.
Conveyancing
The buying and selling of a property is not a simple process. The presence of so many technical steps makes the whole procedure much more complicated. No doubt, there are elements that you feel you can handle personally. But, when it comes to legalities, it becomes important to enlist the services of a professional. Trinity Financial's solicitor partners will act on your behalf and help to ensure the process is as pain free as possible for you.
Debt Management
If you or your business becomes overwhelmed by your financial commitments, there are options that can help ease the burden and put your finances back on track. Trinity Financial's Debt Management partners will be able to fully assess your current position and provide you with a tailored solution to get you back in control of your finances.
Trinity Financial is a trading name of Jed Newton and Anthony Emmerson who are appointed representatives of Intrinsic Mortgage Planning Limited, which is authorised and regulated by the Financial Services Authority. Intrinsic Mortgage Planning Limited is entered on the FSA register (http://www.fsa.gov.uk/register/) under reference 440718.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
There will be a fee for mortgage advice, the precise amount will depend upon your circumstances but we estimate that it will be 0.5% of the loan amount, with a minimum fee of £500. There are additional fee payment options.
You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 1998. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.