About
The people and the organisation behind your plan.
Trinity Capital Partners is an independent financial planning firm with offices in London and Manchester, built on long-term relationships and advice that puts your life first.
Our story
Founded on advice, not products.
Trinity was established in 2024 on a simple principle: that clients deserve advice from experienced professionals who take the time to understand them.
Trinity's founders spent decades in the industry, watching larger firms resist flexibility at every turn: in the products and services they'd offer clients, and in how they let their own people work. They wanted a firm where advice came first, where clients worked directly with senior advisers, and where advisers had the freedom to look after people properly.
That remains the model today. We're independent, so our recommendations are based on what's right for you rather than a restricted panel. We're directly authorised by the Financial Conduct Authority, so we're accountable for our own advice. And we've grown to manage £250m on behalf of individuals, families and business owners who want a clear plan for the future.
Independent planners
Directly FCA authorised
Chartered Financial Planners
STEP-qualified specialists
Local advice, UK wide
9.0/10
Client feedback score
All-time average
How we think
Going beyond the numbers.
Wealth is a means to an end, so we begin with what you want from life and work back from there.
Every client is different. Before we talk about pensions or portfolios, we want to understand your family, your work, your plans and your priorities. Then we build a plan around those things and evolve it with you as your circumstances change.
It's why we call our approach Go Beyond. It's also the name of the quarterly magazine we publish for clients, which reflects how we see the relationship: ongoing, personal and about more than returns.
Go Beyond is the standard we hold ourselves to, and it runs through the whole firm. It shapes the service you receive, the expertise behind your plan and the standards we work to every day. Those three things are the trinity in our name, and the idea is simple: take each one further than people expect.
Service
More of us, when you need us.
You'll have a lead adviser who knows you well, backed by a full team rather than one person on their own.
Good advice depends on being available, so we aim to make it easier to reach us than you'd expect, and to make sure there's always someone who knows your plan if your adviser isn't there. Behind that sits a firm that keeps investing in its people and its technology, because the quality of what you receive depends on both.
Expertise
Specialists working as one team.
Retirement, investment, estate planning and protection are handled by people who specialise, working together around a single plan.
Most financial lives don't fit neatly into one area of advice. So rather than passing you between departments, our specialists work as one team around your plan, which means the pension decision takes account of the estate decision, and nothing falls through the gaps.
Standards
Standards we hold ourselves to.
Going beyond is as much about how we work internally as what you see from the outside.
We expect good work from each other, we question our own answers before we give them to you, and we try to improve the way we do things rather than settle for what's worked before. It's not a promise about outcomes. It's a description of how we aim to operate, and clients tend to notice the difference.
Our people
Meet the team who support your future.
From your adviser to the people who handle the day-to-day detail, everyone here has a part in looking after you.
Your adviser leads your plan and knows it inside out. Behind them, our client services team prepares your reviews, handles the paperwork and is there to help between meetings. Several of our advisers hold Chartered status or are members of STEP, and between them they cover retirement, investment, estate planning and protection, so the right expertise is always close at hand.
How we're regulated
Independent, and accountable for it.
Trinity Capital Partners is authorised and regulated by the Financial Conduct Authority.
As a directly authorised firm, we're responsible for our own advice, compliance and standards, rather than operating under a network. You can verify our details on the FCA register under firm reference number 523393.
We're independent, which means we're not tied to any provider and can recommend from across the market. If you're ever dissatisfied with our service, our complaints procedure is here.
Let's talk
Let's talk about what's next for you.
The first conversation is complimentary, with no obligation to proceed.
