About Us

We aim to inspire new thinking in order to provide our clients with the insights and information they need to make the right financial decisions. Our collaborative approach across the Trinity Lifetime team and our partnerships ensure our clients have access to and support from a wide range of experts.

Underpinning everything we do is our highly developed due diligence process which allows us to work with our clients to bring a fresh approach to all aspects of financial planning. We aspire to drive best practice across the industry by highlighting the high standards to which we hold ourselves.

The time we take to understand our clients’ situations in order to create robust financial plans and the tools we use, such as Trinity Financial Forecast to stress-test their adaptability, supports us in our goal of becoming the most trusted advisers for long-term financial planning.

Who We Are

Our Team

Client
Endorsements

Partnerships

Advice
Process

Sustainability
& Investing

Trinity Lifetime Partners Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Trinity Lifetime Partners Ltd is entered on the Financial Services register (https://register.fca.org.uk/s/ ) under reference number 616281. Registered in England & Wales No.: 08871854 Registered Address: 3rd Floor, 5 Royal Exchange Buildings, London, EC3V 3NL. The information contained within this website is subject to the UK regulatory regime and therefore restricted to consumers based in the UK. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services business aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit financial-ombudsman.org.uk.