Trinity Lifetime Partners Ltd
At Trinity Lifetime Partners we aim to inspire new thinking in order to provide our clients with the insights and information they need to make the right financial decisions. Our collaborative approach across the Trinity Lifetime team and our partnerships ensure our clients have access to and support from a wide range of experts. Underpinning everything we do is our highly developed due diligence process which allows us to work with our clients to bring a fresh approach to all aspects of financial planning. We aspire to drive best practice across the industry by highlighting the high standards to which we hold ourselves. The time we take to understand our clients’ situations in order to create robust financial plans and the tools we use, such as Trinity Financial Forecast to stress-test their adaptability, supports us in our goal of becoming the most trusted advisers for long-term financial planning.
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Verified contacts
22
available on Kipplo
LinkedIn employees
28
11 to 50 range
Open roles
—
no listings
Distinct roles
18
indexed titles
Tech stack
2
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
22 contacts with verified email or phone · masked until revealed.
- BS
Bobby Spalding
Financial Planner · Finance & Accounting
EmailPhone - GM
Georgia Martin
Executive Assistant · General Business & Management
EmailPhone - HF
Henry Farnell
Managing Director and Financial Planner · General Business & Management
EmailPhone - JC
James Clark
Managing Director Senior Financial Planner · Other
EmailPhone - PT
Peter Tsouroulla
Head of Mortgages · Finance & Accounting
EmailPhone - SC
Sam Cartwright
Head of Operations · Operations
EmailPhone - PM
Patrick Murphy
Senior Financial Planner · Finance & Accounting
EmailPhone - PW
Patrick Watts
Senior Financial Planner · Finance & Accounting
EmailPhone - GA
Georgina Anna Elliott
Personal & Operations Assistant · Operations
EmailPhone
Showing 9 of 22 verified contacts
Top roles at Trinity Lifetime Partners Ltd
18 distinct titles indexed · top 10 shown.
- 2financial planner
- 2senior financial planner
- 1administrator
- 1executive assistant
- 1financial associate
- 1founder & senior financial planner
- 1head of corporate
- 1head of mortgages
- 1head of operations
- 1head of wealth
- +8more titles
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