Trident Financial Planning Ltd
Financial Services
Wokingham, United Kingdom
12 employees
- Employees
- 12
- Contacts
- 3
- Emails
- 3
Trident Financial Planning Ltd Overview
- Headquarters
- Wokingham, United Kingdom
- Website
- tridentfp.co.uk
- Industry
- Financial Services
- Employees
- 12
- Founded
- 2010
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About 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.
Trident Financial Planning Ltd Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
Trident Financial Planning Ltd Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Sam (Samuel) Williams | Chartered Financial Planner at Trident | Henley-on-thames, England, United Kingdom |
Email
|
| Melissa Luckett | Office Administrator at Trident | Greater Reading Area, United Kingdom |
Email
|
| Daryl Anne Toms Dippfs Cemap | Financial Adviser | Alveley, England, United Kingdom |
View
|
| Duncan Forbes | Managing Director - Chartered Financial | Wokingham, England, United Kingdom |
Email
|
Employees by Management Level
Individual contributor
6 profiles
Director
3 profiles
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 4 | 4 | 0 |
| Executive | 2 | 2 | 0 |
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