Trident Financial Planning Ltd logo
VerifiedFinancial Services· Founded 2010

Trident Financial Planning Ltd

Trident is an independent, boutique, financial planning and wealth management firm. By working with you, we will bring clarity to your near-term and longer-term financial options and decisions in order to meet your financial plans and aspirations. Our team boasts considerable experience, qualifications and expertise. Just as importantly, we pride ourselves on our company culture and ethics. We deploy sophisticated risk profiling and financial modelling tools and our investment strategies are evidence based and low cost. Our personalised service is designed to work in tandem with your specific requirements and preferences. Our clients comprise individuals and families, together with business owners, predominantly situated in London, Edinburgh and the Home Counties.

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HeadquartersWokingham, United KingdomEmployees12(1 to 10)Founded year2010Websitetridentfp.co.ukLinkedIn profileLinkedIn

Verified contacts

10

available on Kipplo

LinkedIn employees

12

1 to 10 range

Open roles

no listings

Distinct roles

9

indexed titles

Tech stack

0

tools in use

Monthly traffic

4

organic / mo

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Top roles at Trident Financial Planning Ltd

9 distinct titles indexed · top 9 shown.

  • 2administrator
  • 1chartered financial planner
  • 1chartered financial planner and director
  • 1financial planner and director
  • 1finnancial planner
  • 1managing director chartered financial planner
  • 1office administrator
  • 1paraplanner
  • 1sales manager

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