“Trinity Lifetime Partners is a pleasant and professional organisation to deal with. The advisers take the time to explain the details of products and they ensure new to market offers are tabled in a timely and clear fashion. It’s important to trust your advisers and I can say that is absolutely the case for me with Trinity Lifetime Partners.”
Group Business Development Director,
a national property consultancy and research company
“Trinity Lifetime Partners manage my pension investments with straightforward updates and clearly understand my risk appetite. Our relationship has stood the test of time and I look forward to this continuing into the future.”
Senior Vice President, a global bank
“Having had bad experiences with independent financial advice in the past I was probably one of the most cynical & hard to impress people around with respect to financial advice. But Trinity Lifetime Partners have done it – they’ve impressed me enormously.
Excellence shines through in everything they do – depth of knowledge, clarity of presentation, thoroughness of analysis, regularity of updates, performance reviews and their level of service, integrity, and commitment. When you add to this their connections and access to leading edge financial products and services you have a proposition which is hard to beat. Through their advice and help I have absolutely no doubt that I am now considerably better off financially than I would have been without them.”
CEO, one of the UK’s largest independent media agencies
“Trinity Lifetime Partners are looking after both my wife and my pension planning. We are being advised by Patrick Murphy who I have known for some years and he is always very professional and knowledgeable in the way he advises us. I have been very impressed by the knowledge and care that is taken when discussing these matters. I have used companies and people before where you just feel that you are a means to an end and they have not listened to what you are trying to achieve and as a result the advice is always misguided. This is most certainly not the case with Patrick and the team at Trinity Lifetime Partners. I would have no hesitation in recommending Patrick and Trinity Lifetime Partners to friends of mine.”
Partner at Knight Frank
“I have dealt with Tom for a number of years now, both prior to him joining Trinity Lifetime Partners and since. I have found Tom to be pro-active in his approach to my affairs and through our quarterly meetings I am able to keep abreast of legislative and regulatory changes that affect my pension portfolio.”
Self Employed Accountant
“Arranging your own personal finances is a necessity but can be complex and bewildering. It is something you can never quite seem to make time for. Employing Trinity Lifetime to do this on my behalf has not only been time-saving but also a fundamental decision that will seek to protect myself and my family in the future. The service is highly professional and the level of knowledge impressive. I also know that my adviser is there to respond to any queries I have and is proactive in reminding me when decisions need to be made. My finances are now in a robust shape which is a relief knowing it is all taken care of whilst I concentrate on my career.”
Insurance broker at leading City firm
