Russell Provan was a partner in an advice firm for 15 years before joining Trinity Capital Partners.
What I was looking for
I’d had enough of everything that comes with running a business and wanted to concentrate only on clients. I was also planning to split my time between the UK and abroad, and very few firms were comfortable with that.
I wanted new ideas too. A lot of firms are stuck in their ways, and technology, including AI, can benefit both adviser and client.
Why Trinity
I got in touch through the website and then met Paul Howarth in person. We both brought ideas that we agreed could work for us. I only spoke to two or three firms, but Trinity simply felt like the right fit for me and my clients.
The biggest difference is the freedom not to worry about running a business.
How it’s working
The move went smoothly, with a good back-office team behind it. There were a few bumps along the way, but the process is now very streamlined.
Every adviser is different. But if you want a firm with a positive attitude to new technology, that listens to feedback from advisers and the admin team, you won’t go far wrong.
