Trinity Financial Services NE Ltd is a firm of independent financial advisers based in Sunderland, serving clients across the North-East of England and beyond.
We currently have 6 advisers with a total of over 100 years’ experience in financial services. Our aim is to provide
quality holistic financial advice to individuals and businesses.
We provide advice on an ongoing basis and build strong business relationships with our clients. We provide advice in all areas of financial planning including investments, retirement planning, financial protection and mortgages. With experts in each field, we can ensure that our clients benefit from the most appropriate and professional advice available.
For news and updates on the financial market, we are the experts you're looking for. We keep up-to-date on all the latest financial news to ensure you don't miss out.
We provide all of our new clients with a free initial consultation. The aim of this meeting is to discover the depth and breadth of service that you require, establish which service would be most appropriate for you, and enable you to meet with a qualified member of our team.
Our aim is to ensure we have a mutually enjoyable relationship therefore it makes sense to spend some time together before making any formal commitment.
After the initial consultation, you can then choose a service level that is appropriate to your needs.
For further details please ask for a copy of our Service Proposition.
Trinity Financial Services (NE) Ltd is authorised and regulated by the Financial Conduct Authority. FCA no.208933.
Registered in England No. 04226015. Registered Office: Regus House, 4 Admiral Way, Doxford International Business Park, Sunderland, SR3 3XW.