Partnerships
Lifetime Connect
We have chosen to partner with Lifetime Connect, a professional services group that enables us to work closely with a number of other high-quality firms offering a wide range of services. The excellent relationship with our in-group law firm, for example, allows us to offer a fuller spectrum of services than a traditional wealth management firm would usually be able to, such as Wills & Probate and estate management services.
Quilter Financial Planning network
Quilter has become the financial services network of choice for around 2,500 financial advisers and are a successful, strong financial and regulatory host for Trinity Lifetime Partners. Led by a highly accomplished and experienced management team, Quilter has the resources, the financial strength and a track record of success to deliver invaluable guidance and support.
The London Institute of Banking & Finance (part of the Walbrook Institute London)
The LIBF supports the financial services sector through industry-leading education and professional development. We partner with them to help our advisers achieve Chartered status, using their excellent programmes, examinations and ongoing development.
