For advisers
Work your way, with a firm that backs you.
Join a growing, independent firm that gives advisers the freedom to run things as they see fit.
Trinity for advisers. Our team on why advisers join and how we work together, in just over two minutes.
Independent planners
Directly FCA authorised
Chartered Financial Planners
STEP-qualified specialists
Local advice, UK wide
9.0/10
Client feedback score
All-time average
Flexibility
Freedom, with the framework to use it.
We're not precious about how or where you work, so long as your clients are looked after and the standards hold.
Employed or self-employed
Take a salary with a team around you, or run your own business with ours behind it. The support is the same either way.
Your clients, your way
You've built your relationships over years, and we don't change how you work with them. We add the structure around you.
Wherever suits you
Use our offices in London and Manchester, work from home or further afield. Secure, cloud-based systems go where you do.
Whole of market
We're independent, so you recommend from across the market. No panel, no house products and no pressure to place business anywhere.
Your support team
A team behind every adviser.
We take care of the compliance, technology and back office so you can focus on the people you look after.
01
Compliance
We're directly authorised and own our compliance, so you get clear guidance, file checks and a second view whenever you want one.
02
Client servicing
A dedicated team handles onboarding, provider liaison and correspondence, so your clients feel looked after even when you're not in the room.
03
Technology
Secure, cloud-based systems built for advisers rather than administrators, so you can run your client bank from wherever you are.
04
Marketing and growth
Brand, content and campaigns to help you reach new clients, from a team that understands advice.
The assessment
See if Trinity is right for you.
Ten quick questions about your practice and what you want next. You'll see your result straight away, with no details needed to start.
About two minutes
01
Answer ten questions
About your practice, your clients and what you want from a firm.
02
See your adviser profile
Which of four profiles fits you best, and how Trinity could support the way you work.
03
Talk to us if it fits
A confidential conversation, with no pressure either way.
Joining Trinity
Join the team in four simple steps.
If you're Level 4 qualified, have a UK client focus and want to grow within a firm that takes compliance seriously, we'd like to talk.
Most of the advisers who join us have been advising for a decade or more and want more support, more freedom, or both.
What happens when you get in touch
01
An initial call
You tell us about your practice and what you're looking for, and we tell you how Trinity works.
02
A deeper conversation
Usually in person, covering your client bank, how you'd like to work and the support you'd need.
03
The detail
How you're paid, compliance, technology and the practical steps of moving, all agreed up front.
04
Decision and onboarding
If it's right for both of us, we agree a start date and a plan for bringing your clients across smoothly.
Our servicing team handles the paperwork and provider work, so your clients notice the change in support rather than the move.
Your exit plan
Thinking about stepping back?
Whether you're planning your succession, stepping back or retiring early, we'll look after your clients the way you have.
Let's talk
Let's talk about how you'd like to work.
Start with the two-minute assessment, or call us for a confidential conversation. There's no obligation either way.
