Insurance & Protection

Secure and protect your financial future

We believe that planning for the unexpected or unknown is paramount when creating a bespoke financial plan and the best starting point is to establish a strong foundation which complements your overall financial objectives. 

Exposing the risks in your life, such as protecting your home, lifestyle, retirement plans, family or business is a key part of how we work. Depending on where you are in life, the liability and therefore need for protection fluctuates and as a result we continually review your situation. 

In a rapidly evolving market, expert knowledge is essential when constructing a protection portfolio. We are constantly reviewing the most suitable options available for our clients and can offer expert advice based on a full review of your individual circumstances.  

Whilst the majority of protection is centred around your individual circumstances, we also know how important it is to protect your business as loss of a partner, shareholder or key contributor to the business can have significant financial consequences. 

Estate planning and trusts are not regulated by the Financial Conduct Authority

Testimonial

"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."

Wealth management for today, tomorrow and generations to come

Retirement
& Pensions

Inheritance
& Succession

Trinity
Financial Forecast

Mortgages
& Lending

Investment &
Tax Planning

Corporate
Services

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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.