Kevin Thomas joined Trinity Capital Partners after a short spell at another firm that didn’t live up to what it had promised.
What I was looking for
A grown-up compliance department, good systems and friendly, supportive management. I also wanted a firm that was open to using AI, and one that would let me travel while I carried on looking after my UK clients.
Why Trinity
After a call from a recruiter, I spoke to Paul Howarth and came away thinking he was someone I could work with. The conversation with the compliance team reassured me too.
I can see management making big improvements all the time. I think Trinity will grow and grow.
How it’s working
The move wasn’t perfectly smooth, and there were lessons learned on all sides. It’s all sorted now and I’m very happy, and I’ve made real savings on the cost of admin and paraplanning support.
Amy is very helpful, Jolene has a real grip on fee income and payments, and Obsidian, our technology partner, does much of the heavy lifting. Even in the short time I’ve been here, the firm has moved on a great deal.
