Why Trinity
A firm built for the way advisers work.
Independent, directly authorised and growing, with the support in place to let you do your best work.
Independent planners
Directly FCA authorised
Chartered Financial Planners
STEP-qualified specialists
Local advice, UK wide
9.0/10
Client feedback score
All-time average
Your way
Work the way that works for you.
Employed or self-employed, in an office or at your kitchen table. We built the firm to flex around you.
Employed
A salary, a team and your own client bank
The security of employment, with the freedom to run your client relationships your way.
Self-employed
Your business, with ours behind it
Run your practice on your terms, with a directly authorised firm, its technology and its servicing team at your back.
Wherever you're based
Live where suits you
Many of our advisers have a connection abroad, whether that's family, a second home or a plan to spend part of the year somewhere warmer. We've built the firm around that, not against it.
Office or home
Hubs in London and Manchester
Use the offices when you want to, meet clients where it suits them and work from home the rest of the time.
What we take care of
Your clients, your way of working, our support.
We take care of the compliance, technology and back office so you can focus on the people you look after.
01
Our compliance, our responsibility
We're not a network and we don't sit under anyone else's permissions, so the standards you work to are ours and we stand behind them.
02
Built for advisers, not administrators
Secure, cloud-based systems that let you run your client bank from wherever you are.
03
Client servicing that lives up to the name
Onboarding, provider liaison, correspondence and reporting are handled by a dedicated team, so your clients feel looked after even when you're not in the room.
04
Whole of market, no house view
You recommend what's right for your client. No panel, no in-house products and no pressure to place business anywhere in particular.
05
Clear, fair and agreed up front
We'll talk you through how you're paid, what's included and what isn't, before you make any decision.
Your support team
The people you'll work with.
From your first conversation, you'll deal directly with the people who run the firm and the team that supports you.
Managing Director and Co-Founder
Paul Howarth
Paul leads the firm and is closely involved with every adviser who joins, from the first conversation about how you'd like to work to planning your exit when the time comes.
Our values
Three commitments
behind our name.
Go Beyond is how we describe the way we work. It comes down to three things we hold ourselves to, for our clients and for the advisers who join us.
Service
More of us, when you need us.
A team behind every adviser, so you're never working on your own.
Expertise
Specialists working as one team.
Retirement, investment, estate planning and protection are handled by people who specialise, working together around a single plan.
Standards
Standards we hold ourselves to.
Going beyond is as much about how we work internally as what you see from the outside.
Questions
What advisers usually ask.
If your question isn't here, the assessment or a quick call is the best place to start.
Do I need to be Level 4 qualified?
Yes. We look for advisers who are at least Level 4 qualified, with a track record built on long-term client relationships.
Can I bring my existing clients?
Yes. Your client relationships stay yours, and our servicing team handles the paperwork and provider work to bring them across smoothly.
Can I choose employed or self-employed?
Yes. Both routes come with the same support, the same technology and the same freedom over how you run your day.
How does pay work?
It depends on the route you choose. We'll talk you through how you're paid, what's included and what isn't, and agree it all before you make any decision.
Is the conversation confidential?
Yes. Every conversation is strictly confidential, and there's no obligation either way.
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.
