Trinity Financial Services NE Ltd
Trinity Financial Services NE Ltd

Investment

Call to speak to one of our investment specialists on (0191) 5018028

Investing Your Money

What are your financial goals? Perhaps you’re looking for capital growth, a regular income, to save for your children’s education or minimise your tax bill? At the very least, you’ll want to preserve your wealth and make a return in excess of inflation.

Whatever your short, medium and long-term goals, we’re here to help make them a reality – no matter how complex your financial affairs are. Of course, your personal circumstances are unique, so we tailor our investment advice accordingly. Broadly speaking, this involves four key stages:

  1. Assessing your financial position- this includes understanding your current circumstances,  aspirations, goals and appetite for risk.
  2. Developing a comprehensive plan - one based on robust and rigorous investment principles, such as effective diversification, strategic asset allocation, value for money and consistent performance.
  3. Putting your plan into action – implementation of your plan
  4. Staying on track – we can provide an ongoing advisory service with regular plan reviews and progress reports.

 

Broad investment experience: focused advice

With proven experience, you can access expert advice on virtually every type of investment – equities, commodities, property or bonds – in the UK or international markets. We can also advise on using tax-efficient structures, including ISAs, pensions and investment bonds, as well as more complex and highly specialist schemes.

Monitoring performance, continuously

Our team of expert analysts evaluate both the investments and companies we recommend continually. This means we can adapt your strategy and portfolio in response to market conditions, significant global events, as well as to changes in your personal situation.

Taking the long view

As independent financial advisers, much of what we do involves long-term planning. Just as important is our commitment to building a long-term relationship with you. This means that whatever type of advice you need, you will feel confident you have the breadth of experience and depth of expertise you need to make the most of the present and the future – whatever it holds.

Important Information

All investments carry an element of risk. You may not get back the full amount of your original investment.

The Financial Services Authority does not regulate tax advice, will writing and some forms of Buy-to Let mortgages.

past performance should not be relied on as a guide to
future performance

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.

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