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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 Investors

Quilter has become the financial services network of choice for over 3000 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 Pension Transfer Gold Standard

The Pension Transfer Gold Standard is a voluntary code of best practice for pension transfer advice, set up by the Personal Finance Society. Trinity decided to adopt the nine principles of the Gold Standard to help demonstrate that we go above and beyond when giving financial advice and are committed to working with the Personal Finance Society to ensure we stay that way.

LIBF

The London Institute of Banking & Finance (LIBF) advances the financial services sector by providing outstanding education and building careers by equipping people with the skills and capability the sector demands, so they can perform more effectively and responsibly. This is why we work with them to help our advisers achieve Chartered status as their programme of learning material, exams and ongoing professional development is second to none. The LIBF helps us create an environment of highly qualified advisers who adhere to ethical working practices, expand their knowledge through annual Continuing Professional Development (CPD) and are at the top of their field.

Green Mark

Green Mark provides an internationally recognised certification to businesses looking to demonstrate their commitment to the environment. Having attained our Level 1 accreditation, Trinity Lifetime Partners are working continuously with Green Mark to ensure that our commitment to environmental sustainability is maintained and improves as we grow.

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Wealth management for today, tomorrow and generations to come

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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.