Trinity Lifetime Partners
Trinity Lifetime Partners provides financial solutions to families, corporations, and individuals. Their team focuses on understanding client requirements and developing financial strategies that adapt over time.
- Wealth management
- Financial planning
- Sustainable investing
- Financial forecasting
- Inheritance tax planning
Locations
Competitors
Herbert & Webster provides personalised financial planning and wealth management services specifically tailored for high net worth individuals and their families.
Heron House provides financial planning and wealth management services to private individuals, families, businesses, entrepreneurs, and trustees.
Apropos Wealth Management is dedicated to guiding clients towards a stable financial future through personalised service and advanced financial modelling.
First Wealth is a financial planning and wealth management firm dedicated to improving clients' financial wellbeing and happiness.
Company Details
Trinity Lifetime Partners is operated by Trinity Lifetime Partners Limited and is a Active company incorporated on 31 January 2014 with the registered office located in London, City of London. Trinity Lifetime Partners Limited was registered 11 years ago.
Status
Active
Size
Small
Directors
4
Age
11 years old
Employees
24
Turnover
Unreported
Total Assets
£3.17M
Cash in Bank
£754.77K
Total Liabilities
-£2.6M
Teams
21
12
10
5
4
2
Executive Assistant • Joined May 2023
Practice Manager • Joined Jun 2024
Head Of Mortgages • Joined Oct 2021
Head Of Practice • Joined Dec 2018
Head Of Corporate • Joined Nov 2023
Head Of Paraplanning • Joined Dec 2022
Managing Director Senior Financial Planner • Joined Jan 2014
Managing Director And Financial Planner • Joined Feb 2014
Administrator • Joined Jan 2023
Financial Associate • Joined Jun 2024
Head Of Mortgages • Joined Oct 2021
Head Of Paraplanning • Joined Dec 2022
Financial Associate • Joined Jun 2024
Financial Associate • Joined Jun 2024
Mortgage Analyst • Joined Oct 2021
Senior Financial Planner • Joined Feb 2014
Senior Financial Planner
Senior Financial Planner • Joined Feb 2014
Senior Financial Planner • Joined Feb 2014
Paraplanner • Joined Jun 2024
Executive Assistant • Joined May 2023
Practice Manager • Joined Jun 2024
Administrator • Joined Jan 2023
Team Assistant • Joined Sep 2022
Personal Assistant • Joined May 2024
Practice Manager • Joined Jun 2024
Head Of Corporate • Joined Nov 2023
Head Of Paraplanning • Joined Dec 2022
Managing Director And Financial Planner • Joined Feb 2014
Head Of Practice • Joined Dec 2018
Head Of Paraplanning • Joined Dec 2022
Mortgage Analyst • Joined Oct 2021
Senior Financial Planner • Joined Feb 2014
Senior Financial Planner
Senior Financial Planner • Joined Feb 2014
Senior Financial Planner • Joined Feb 2014
Paraplanner • Joined Jun 2024
Mortgage And Protection Advisor • Joined Jun 2024
Paraplanner • Joined Feb 2014
Managing Director Senior Financial Planner • Joined Jan 2014
Protection Adviser And Paraplanner • Joined Oct 2021
View 21 members