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Who We Are

At Trinity Lifetime Partners, we believe in a long term attitude to financial planning, focusing on individual client circumstances and financial objectives. This personal approach allows us to inspire new thinking and provide clients with the insights and information they need to make the right long term financial planning decisions. We pride ourselves on providing advice which evolves as our clients aspirations and lifestyles develop.

Our highly-qualified team are technology-led, dynamic and forward-thinking, with a modern approach to wealth management, primed to keep up with the rapid pace of change in your financial landscape.

Our collaborative approach means that at Trinity Lifetime you don’t have just one adviser, you have a team of experts with different specialties who all work together towards achieving your goals and aspirations. 

Our aim is to be the most trusted advisers for individuals and corporates and this is supported by our in-depth advice process which allows us to quickly become the sounding board for a large range of circumstances that are experienced in both the family and business financial lifecycle. 

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"We inspire enlightening conversations leading to impactful actions."

James Clark, Managing Director

Our client base is highly diverse ranging from industry professionals to social media influencers. The vast majority of our clients are highly financially literate but time-poor with strong views on what they want their wealth to achieve whether that is saving for retirement or sustainable investing. 

We believe in creating strong and lifelong relationships with our clients, helping them to accumulate and grow their wealth as they progress through their careers, assisting them with finding suitable mortgages as they acquire property, and putting sufficient protection in place to safeguard their family lifestyle. Later in life, we work with them to implement robust retirement and estate management strategies to ensure the smooth transfer of wealth from generation to generation. 

Delivering solutions for financially conscientious
but time-poor individuals

We work collaboratively across the team to ensure all our clients have access to and support from the wider company as well as building a bespoke portfolio for each of our clients. 

Working closely with Lifetime Connect, a professional services group, enables us to work in partnership with a number of other high-quality firms offering a wide range of services, ensuring we can assist with any financial matter that may arise. 

Client meeting

Wealth management for today, tomorrow and generations to come

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 ( ) 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