Our Team

We have a collaborative, team-based approach towards our services. You become a client of Trinity Lifetime rather than a specific adviser, benefitting from the experience of the whole team.

This co-operative atmosphere is one of the reasons we attract some of the most highly skilled, driven talent within our industry. The constancy of our team is one of the things we are most proud of. This is evident not just by the way we talk about our colleagues and the company but by the length of time everyone has been with Trinity Lifetime Partners.

Whilst this is not an exhaustive list of all our team members, it shows the depth and breadth of our experience and our ability to help you achieve your financial aspirations.

Leadership & Advisory Team

Enza Acquisto

Head of Finance

ACA, CTA

Ellie Barden

Case Manager & Assistant Paraplanner

George Brassett

Financial Planner

DipFA

Grace Broome

Personal Assistant

Hugo Buckland

Financial Planner

DipPFS

Sam Cartwright

Head of Operations

DipFA, AwPETR

Dan Challis

Manager - Operations & Technology

James Clark

Managing Director

Chartered ALFBF, DipFA

Louis Cohen

Financial Associate

Karen Critchley

Personal Assistant

Samuel Dentu

Mortgage and Protection Adviser

CeMAP

Walter Dio

Financial Planner & Paraplanner

Chartered ALFBF, DipFA

James Dovey

Head of Wealth

CFPTM MCSI, DipPFA

Ralph Edwards

Financial Associate

Henry Farnell

Chief Executive

Chartered ALFBF, DipFA

Tom Harding

Founder and Senior Financial Planner

DipFA

Stella Hudson

Personal Assistant & Business Operations

Chris Last

Board Member

Susana Marques

Administrator

Georgia Martin

Executive Assistant

Paul Merrigan

Board Member

Patrick Murphy

Founder and Senior Financial Planner

Chartered ALFBF, DipFA

Lucy Quinton

Marketing and Communications Manager

MCIM

Charlton Reid

Financial Associate

Nasima Solanki

Paraplanner

Bobby Spalding

Financial Planner

DipPFS

Eden Tang

Paraplanner

Peter Tsouroulla

Head of Mortgages

CeMAP

Jon Watts

Senior Financial Planner

Chartered ALFBF, DipFA

Patrick Watts

Founder and Senior Consultant

Chartered ALFBF, DipFA, MA

Zoe Wong

Administrator

Rose Wood

Mortgage Paraplanner

CeMAP and DipFA

Who We Are

Partnerships

Client
Endorsements

Sustainability
& Investing

Advice
Process

Contact Us

Trinity Lifetime Partners Limited is an appointed representative of Quilter Financial Services Limited which is 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.