Darryl Boulton joined Trinity Capital Partners from another advice firm, where he felt compliance had become more about picking holes than protecting clients.
What I was looking for
Pragmatic, intelligent compliance and leadership that inspires people. At my previous firm there was no real sense of working as a team towards a common goal, and the compliance approach was holding the business back.
Why Trinity
Timing is everything. The call came at a moment when I was particularly frustrated, and the process that followed was positive from start to finish. I can’t stand pushy people, and there was none of that.
Meeting Paul Howarth in Clitheroe settled it. What stood out was the forward thinking, the positive outlook and the sense of working as one team.
I’m now focused on growing the business rather than arguing over small points that waste everyone’s time.
How it’s working
Moving my clients went well. A handful were a little unsure at first, which you’d expect, and the team gave me good admin support and clear advice on what to tell them.
Now I can concentrate on client meetings and technical analysis, and the administration is efficient and responsive.
