Managing Director | Chartered Financial Planner
CurrentTrident's 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.My role as a Chartered Financial Planner involves meetings and discussions with clients to understand what you want out of life and help you get there and stay there. This process will involve building a tailored financial plan and will incorporated evidence based investment strategies. A disciplined approach and regular review meetings are essential in your plan's success.As a Director my primary responsibilities are to design and drive company strategy, and to act as Chair of our Investment Committee.
