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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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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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- SW
Sam Williams
Chartered Financial Planner · Finance & Accounting
EmailPhone - AW
Andrew Wagstaff
Financial Planner and Director · Finance & Accounting
EmailPhone - VR
Vince Reeves
Chartered Financial Planner and Director · Finance & Accounting
EmailPhone - AF
Alice Frost
Paraplanner · Finance & Accounting
EmailPhone - DF
Duncan Forbes
Managing Director Chartered Financial Planner · Finance & Accounting
EmailPhone
Showing 5 of 10 verified contacts
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
Sign up to unlock all 10 contacts at Trident Financial Planning Ltd
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Sign up to reveal 10 verified contacts at Trident Financial Planning Ltd
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