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Client Area

Financial Planning

 No Description

The financial planning team: Trigon Financial Services are independent financial planners, who provide financial advice and ongoing financial planning.

Typically we advise members of the pension schemes we look after, usually in their transition from work to retirement, and continuing throughout their retirement into later life, but we are equally happy to advise anyone that wants to create their own personalised financial plan.

We believe the real value in financial planning is delivered in the long-term, through long-standing relationships built on trust, rather than through one-off transactions. Our whole ethos is based on understanding your personal goals and objectives and making sure that your assets are in the best possible position to create the lifestyle that you desire.

We also very much believe in and aim to provide what you will have come to expect from dealing with other parts of Trigon; professional advice with a personal service.

If you would like to understand our services further, please contact us for a free no obligation initial consultation.

Financial Services Portal

Existing Trigon Financial Services clients can now view their investment portfolio and communicate with their adviser securely online via the Personal Finance Portal. To register please visit https://trigon.mypfp.co.uk/ or contact the team on 0117 906 4114.

Our financial services are regulated by The Financial Conduct Authority. This means that clients receiving these services are covered by The Financial Services and Markets Act 2000 and may have recourse to The Financial Ombudsman Scheme or The Financial Services Compensation Scheme.

David ColourDavid Gascoigne, Managing Director, is responsible for the provision of our range of financial services.

For further information, please contact David.Gascoigne@trigon.co.uk.