Trident Financial Services

26/09/2024

What a lovely way to start the day! From clients who completed on their mortgage this week

23/09/2024

💻📞Despite the rain this week its shaping up to be a good one!

Spending the day in not so sunny Chester reviewing rental portfolios - buy to let mortgages are an area I specialise in - always happy to answer questions!🏡

Tuesday is a professional connection meeting to catch up on our current business development and exchange ideas along with a workshop in the afternoon looking at different areas of risk and helping clients on their investment journey.📊📈📤

Wednesday is all about protection! Critical illness, income protection and life cover are such an important part of financial security and planning ahead - definitely an area I enjoy working in.👨‍👩‍👧👩‍❤️‍💋‍👨👩‍👩‍👧‍👦👨‍👩‍👦

Thursday I will be at the Women Who UK Business Network event in Worcester - looking forward to this with a really varied agenda.🧑‍🏫👠💼🌎

Friday is setting up a new pension for a lovely self-employed client and also reviewing their previous pension accumulations - have you changed jobs recently? Would you benefit from a review on where you are now in terms of retirement?✈️🚁⛱

Whatever your week is looking like, fingers crossed its going to get drier, my hair isn't build for this 😆

17/09/2024

⚠️ Beware of misleading requests for payments by third party organisations.

These organisations are not connected with Companies House or any other government body.

If you’re not sure about a letter you’ve received, please get in touch.

Read more: https://www.gov.uk/guidance/reporting-scams-pretending-to-be-from-companies-house -letters

17/09/2024

🏆 Variety is the spice of life! Having a cracking week covering all sorts of topics with clients, I love hearing about different hobbies and interest and sharing mine.....all while working 🤩

19/08/2024

Launch night was fabulous!
Special mention to my helper for setting up ❤️
So lovely to celebrate with clients, colleagues and friends, thank you to everyone who came

07/08/2024

📌📰📆Spending the evening getting prepared for the official launch evening for Trident Financial Services! 😍
Photos to follow from the cheese and wine evening at The Jeroboam 12th August 🥂🍾
Friends, family and clients - see you there!

An Associate Partner of St. James's Place Wealth Management. Find out how we can help you achieve your financial goals.

31/07/2024

This is the face of someone who will only go inside if you do....back inside for admin it is then Ruby before you melt!