Trident Financial Planning Ltd

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 Insurance
Monetary 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 Contact
Sam (Samuel) Williams Chartered Financial Planner at Trident
Email
Melissa Luckett Office Administrator at Trident
Email
Daryl Anne Toms Dippfs Cemap Financial Adviser
View
Duncan Forbes Managing Director - Chartered Financial
Email

Employees by Management Level

Individual contributor 6 profiles
Director 3 profiles
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 4 4 0
Executive 2 2 0

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