Adviser stories

Advisers who made the move.

Hear from advisers who've joined Trinity about what they were looking for, and how it's working out.

Russell Provan, Senior Partner at Trinity Capital Partners

More time with clients · Technology and AI · Working from anywhere

Concentrating on clients, not running a business

After 15 years as a partner in an advice firm, Russell Provan wanted to focus only on clients, with a firm comfortable with him splitting his time.

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Robert Saunders, Senior Partner at Trinity Capital Partners

Private clients · Working from anywhere

Building the private office I’d always wanted

Robert Saunders wanted to bring advisers, lawyers, accountants and investment managers together for wealthier clients. Trinity gave him the backing to do it.

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Kevin Thomas, Senior Partner at Trinity Capital Partners

Pragmatic compliance · Technology and AI · Working from anywhere

Good systems, grown-up compliance and room to travel

Kevin Thomas wanted grown-up compliance, good systems and the freedom to travel while still looking after his UK clients.

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David Wells, Senior Partner at Trinity Capital Partners

Returning to the UK · Technology and AI

Process and flexibility, from day one

David Wells has been with Trinity since the start, after ten years working overseas. He values clear processes in a firm that still listens when advisers push back.

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Darryl Boulton, Senior Partner at Trinity Capital Partners

More time with clients · Pragmatic compliance

Getting back to growing my business

Darryl Boulton wanted compliance that helped him look after clients rather than slowing him down.

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