TrinityBridge is a UK-based wealth management firm providing investment management and financial planning services. The firm manages £23.1 billion in assets and operates from 15 regional offices, with a presence in Chichester, Edinburgh, Bristol, and London. It has over 30 years of experience in the financial services sector.
The firm's services include bespoke investment management, fund management, financial planning, retirement planning, and estate planning. It also offers socially responsible investment options, reflecting a stated emphasis on sustainability and responsible investing. TrinityBridge serves a range of clients, including private individuals, financial advisers, employers, and charities.
TrinityBridge is authorised and regulated by the Financial Conduct Authority. The firm describes its approach as integrated, combining investment management expertise with financial planning knowledge.
