
Trinity's advisers Conor Coleman and Chris Machay specialise in arranging financial protection policies.
Their aim is to ensure our clients and their families are fully protected in the event of an accident, illness or death.
Typically, their help would include:
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Assessing needs – Understanding a client’s personal circumstances, income, dependents, debts, and lifestyle to identify what risks need covering (e.g., loss of income due to illness, death, disability).
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Explaining options – Breaking down how different types of protection policies work, what they cover, and what they don’t.
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Tailoring solutions – Recommending policies that fit the client’s budget and needs, often balancing cost and coverage.
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Comparing providers – Sourcing quotes from multiple insurers to find competitive terms.
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Handling paperwork – Assisting with applications, medical questionnaires, and insurer requirements.
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Ongoing support – Reviewing policies over time to keep them aligned with life changes (new job, marriage, mortgage, children).
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Claims guidance – Helping clients or their families navigate the claims process if a covered event happens.
In short, they act as specialist guides and advocates, making sure clients have the right safety net in place and that it stays relevant over time.

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