David Wells worked internationally for ten years, mostly in banking, before returning to the UK with his family in 2014. He has been with Trinity Capital Partners since it began.
What I was looking for
A base to build a UK client base, and somewhere to follow a long-standing interest in retirement: how people prepare for it and the conversations it needs.
I wanted a firm with proper processes, because as rules and people’s lives change, advice needs to be consistent, from gathering the right information to putting it in place and reviewing it. I also wanted a firm mature enough to adapt when its advisers challenge it, and confident enough to hold its ground, with evidence, when a challenge doesn’t stand up.
Why Trinity
I already knew key people in the business, so joining was easy. What I value is the combination of process and flexibility. You’re encouraged to ask whether there’s a simpler way to do something while keeping standards where they should be.
Here, if you act like an adult, you get treated like one.
How it’s working
Clients with overseas products can take more work, because the structures are layered and some providers aren’t the most helpful. Beyond that it’s straightforward, thanks to an excellent admin team.
I get useful direction from above and great support alongside me. A weekly pipeline meeting with a colleague keeps us ahead of problems, and we’re making real progress with technology and AI, which means more time where I should be: talking to clients.
