Our team

Over 110 years of experience

People are at the centre of what we do. We are passionate about giving quality financial advice that helps our clients meet their financial goals. At Trinity Lifetime Partners, we are proud of our outstanding advisers, whose expertise, experience and commitment is fundamental to our success.

Henry Farnell

Managing Director/Financial Adviser

“Understanding and achieving client objectives are at the forefront of our advice process.”

Henry Farnell

Managing Director/Financial Adviser

Henry is a Co-Founder and Managing Director of Trinity Lifetime Partners and is responsible for the strategic management of the business. Committed to financial planning, Henry has a long-standing and loyal client base amassed over his 10 years in the industry.

Henry believes that in an ever-changing market and regulatory environment, keeping clients informed of new concepts, products and legislation is the key to long-term success.

Prior to co-founding Trinity Lifetime Partners, Henry was a Senior Financial Planner at a leading city wealth management firm.

James Clark

Managing Director/Financial Adviser

“I think it is vital that the adviser-client relationship is built on unflinching trust.”

James Clark

Managing Director/Financial Adviser

James is Co-Founder & Managing Director of Trinity Lifetime Partners. He advises a diverse and long-standing client base whilst being responsible for overseeing the operational running of the business.

James has been in the financial advisory industry for 10 years and believes regular contact and truly understanding a client’s requirements is the key to building a long term trusted relationship.

Prior to forming Trinity Lifetime Partners, James was a Senior Partner at a leading wealth management company where he built and trained a successful team of advisers.

Paul Merrigan


“I believe we must innovate and earn the right to be our clients’ trusted adviser of choice.”

Paul Merrigan


Paul is Co-Founder & Director at Trinity Lifetime Partners and CEO of our partner company, Lifetime Group. Paul has 25 years’ experience in the financial services industry and is a huge advocate for technology based financial planning which has been expressed through his creation of multiple award winning and market leading Lifetime Portal 360.dotnet.

Paul’s vision and experience in the industry enables Trinity Lifetime Partners and its advisers to be at the forefront of financial planning.


John Wellstead

Associate Director

Patrick Watts

Senior Financial Planner

Tom Harding

Financial Planner
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Patrick Murphy

Senior Financial Planner

James Dovey

Financial Planner

Jon Watts

Financial Planner

Claire Newman

Estate Planning Consultant

Walter Dio

Principal Paraplanner

Alibar Crosthwaite

Head of Practice


T 0203 405 4670
E info@trinitylifetime.com