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Client Endorsements

Retired Underwriter

"In a sector that has had its share of sharp practice, Trinity Lifetime strive to work in a way that is transparent and conscientious. Even though you have a primary contact, you got the feeling that there was behind him a larger organisation, working on your behalf."

Department Head at Bank of England

“I really didn’t know much about pensions at all and was taking the lead from friends who had done the same thing, but I was nervous about the whole thing. My adviser was excellent at building my knowledge about the pension options available to me. I felt in very safe hands and made the leap and even included a couple of smaller pensions into the pot.”

Retired, Former Auditor at a leading investment bank

“Trinity Lifetime Partners provided clear and jargon free information to us on the types of pensions we had, their benefits and limitations. Our adviser’s advice and support has allowed us to realise the retirement we had hoped for.”

Senior Underwriter at Global Insurer

"I was keen to bring my savings and investments together and obtain some clear and independent guidance on how best to manage my finances. Previous financial advice I’ve been given felt upsold, but I did not experience this with Trinity. I was given very clear and knowledgeable advice with a focus on what I was looking to achieve."

Director at a consultancy firm

"I found the financial forecast tool both comprehensive and easy to understand. It provides clarity to my current and future financial positions and allows me to understand how decisions now affect outcomes later in life."

Partner at a consultancy firm

"The Trinity Financial Forecast was brilliant. It was the first time I could visualise our financial future. It enabled us to see the impact of different life decisions and events and understand what this meant for our family. I would recommend it to anyone who wants to keep on top of their financial future."

Senior Vice President at a Global Insurer

"My adviser gave me a portfolio following our meeting which explained all various funds in which he proposed to invest my pension. I found this very clear and easy to understand which was the main reason I chose Trinity Lifetime."

Head of Professional and Casualty Lines at Global Insurer

"In addition to the original advice I required, I have also used Trinity Lifetime for my mortgage and additional pension contributions. Given my initial reluctance I can confirm that my initial fears were unfounded and have recommended friends, family, and colleagues to Trinity for their advice requirements."

Head of US Casualty Treaty at Global Underwriter

"I have used the services of Trinity Lifetime for many years now. I have always found all my interactions friendly, positive, and very informative. I receive regular and clear updates and have always had quick and intelligent responses to any queries I have had."

Of Counsel at a Global Law Firm

"I certainly feel that my finances are in a much better place than they were before I started working with Trinity Lifetime, and this is particularly welcome given the current climate of significant uncertainty, and I am very grateful to the team at Trinity for their ongoing support."

Cyber Underwriter at a Global Insurer

"The service Trinity Lifetime provided has been of a very high standard. My adviser’s ability to simply financial discussions has made the process very insightful. Based on my personal experience, I would definitely recommend their services."

Senior Underwriter

"I particularly liked the open, detailed, constructive and transparent approach, always supported by good documentation and sound advice. All in all, this is a very satisfactory arrangement which works exceedingly well for my and for my family."

"Trinity asked me the right questions so that we could understand my risk appetite and how my wealth could be organised to deliver a prosperous retirement, but also guarantee my family’s financial security." - Retired Underwriter

Head of Liability, Global Underwriter

"I was given clear and concise advice on my pension and savings and created a very workable and successful solution. My adviser is always willing to offer ideas on my finances and makes himself available for discussion. I would happily recommend him and have done so."

Team Lead at leading technology firm

"I would recommend Trinity Lifetime to anyone like me - short on time and short on expertise. I feel much better knowing my adviser is looking out for my finances while I get on with the rest of my life."

Insurance broker at leading City firm

“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.”

Group Business Development Director, a national property consultancy & research company

“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.”

Insurance broker at leading City firm

“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.”

Retired, Former Auditor at leading investment bank

"My adviser took the time to get to know us on a personal level and was careful to establish our attitude to risk regarding investment. In our meetings with him he clearly explained our choices for a retirement plan and the costs and implications."

Senior Vice President at a Global Insurer

"I find my adviser very friendly and approachable, and I always receive regular updates throughout the course of the year, and he is always available for any queries at any time."

Team Lead at leading technology firm

"With a busy job and limited time to research, I needed someone to guide me through the tax planning and investment pitfalls. The guidance I received has far exceeded my initial expectations. Our key focus remains the creation and growth of a solid and diversified investment portfolio, with the right balance of risk and reward."

Of Counsel at a Global Law Firm

"I certainly feel that my finances are in a much better place than they were before and I was particularly grateful for his advice ensuring that I had the best possible insurance protection policies in place, which was especially reassuring given the current climate of significant uncertainty caused by the pandemic."

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Trinity Lifetime Partners Ltd is an Appointed Representative of Quilter Financial Services Ltd and Quilter Mortgage Services Ltd which is authorised and regulated by the Financial Conduct Authority. Trinity Lifetime Partners Ltd is entered on the Financial Services register (www.fca.org.uk/register) 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.