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Don't delay in getting financially protected.

At Trinity Financial we have access to specialists who work on behalf of our clients.

Trinity believes that financially protecting yourself and your family is a vital part of our service and we take satisfaction from ensuring clients are fully covered.

We can arrange life, mortgage and income protection policies to cover you and your family in the event of illness or death.

A suitable life insurance plan will provide an agreed lump sum payment if you die. By adding critical illness protection, it will pay an agreed amount of cover following diagnose for a range of illnesses.

Get Started

Get started with us today

Speak to one of our mortgage experts. Either book an appointment to come and see us, or request one of our experts to call you.

Book a Consultation Talk to an Expert Mortgage Questionnaire


Review your current policies

The EU Gender Directive has ensured insurers can no longer price their premiums based on gender. This has led to insurance costs increasing for many women, although fierce competition between life protection providers has helped to lower many premiums to entice new customers.

We can look at your plans and compare them to today's market so as to ensure that you are not paying more than necessary.

It may be possible to find policies with lower premiums if you have had your life insurance costs loaded due to a medical condition and/or if your medical condition has improved.

Put a policy in Trust

Our specialist advisers recommend that life plans are put in Trust to ensure the benefits are paid promptly in the event of claims.

Putting life cover in Trust will also ensure that the cover amount is not subject to inheritance tax and is passed straight to the family.

The Financial Conduct Authority does not regulate trusts.

Ensure you have a valid will

There are millions of homeowners in the UK who do not have a valid will and they are potentially risking the financial stability of their families in the event of a death.

With a will you need to decide both who you leave your assets to and appoint two executors who agree to take on the task of administering your estate.

Trinity's specialist protection adviser

Trinity Financial has a wealth of experience advising and arranging financial protection policies. Our aim is to ensure our clients and their families are fully financially protected.

Call Trinity on 020 7016 0790 to arrange life insurance and financial protection plans.

Getting started with Trinity
We'll walk you through the process

Contact us and tell us your requirements

You contact one of our consultants over the phone or arrange a time to meet in one of our offices. You tell us what you are looking for and we assess your mortgage and protection needs based on your monthly budget.

Talk to an Expert

We'll research and present you with the right options

We collect the information and documentation that the lenders and providers will need. Based on the information supplied, we provide you with illustrations for the most suitable products for your circumstances.

Book Consultation

We'll manage your application to completion

On agreement, we then submit the application on your behalf and manage the application and liaise between all involved parties such as estate agents and solicitors. Post-completion, we are available for any questions.

Call 020 7016 0790
years' experience

Over the last 15 years we have helped thousands of clients to purchase new homes, secure buy-to-let mortgages and remortgage.

mortgage experts

Trinity’s experts will do everything possible to secure the fastest mortgage offers while providing you with regular progress updates.

mortgages arranged

We consistently arrange fantastically priced fixed and tracker rate mortgages through the leading banks and building societies.