Trinity Capital Partners  Avaliações 41

I have dealt with David Wells for sometime now, and have always found him to be very knowledgable of how to get the most out of my investments and always explains the rationale behind his recommendations. He seems to sense my approach to these investments and taylors his advice to my needs to ultimately maximise returns when required. I would hesitate to recommend Trinity Capital Partners and specifically David

In the time we have been advised by David Wells in connection with my pension we have found him to be friendly and his advice very helpful.

David Wells has been my adviser for several years now and throughout he's been very helpful and guided me on my pension funds. He's very knowledgable in explaining financial areas and has instilled confidence in me that my funds are actually going to work. I've got full confidence in him and would recommend David to those who are looking for financial advise.

My wife and I have worked with Russell for a good number of years and throughout he has provided us with strong realistic advice, which has grown our pension pots and our investments. Forward thinking with his finger on the pulse of national and international developments, his advice enables us to make informed decisions about where our money should be invested. By following Russell's advice we have realised our goal in being able to retire at 55 with an investment plan that provides a reasonable income throughout retirement.

Our advisor is Russell Proven and always found Russell to be very helpful and proactive with our accounts.
Always explains everything clearly and gives us reliable advice

Our Adviser is Russell Proven.
We have found Russell to be highly knowledgeable and proactive. We have pensions and stocks and shares ISA’s that Russell manages. We would happily recommend Russell to anyone interested in investing in the stock market.

Myself and my husband always had ambitions of retiring early in life and worked hard during our careers with that end goal in mind. A family member recommended Russell and at our initial consultation it was clear why - professional, friendly, respectful and what stood out was Russell listened very carefully to understand who we were as people, our lifestyle and what our hopes were for the future. 8 years later we are still grateful to have Russell advise and guide us - I am always amazed how quickly Russell responds if you reach out with a question. Russell has our full trust and I would readily recommend Russell and Trinity Capital to anyone looking for financial advice.
MM & P McEwan

My advisor is Russell Provan & I can't recommend him enough. He is very knowledgeable & helpful in explaining all things financial. I especially like that Russell takes the time to get to know you & takes an interest in your work, hobbies & life in general. He is always available to answer any queries or concerns via phone or email & responds efficiently. No having to chase him up! Keep up the great work Russell.

David Wells and his team have been great throughout the whole process, installing a confidence in me that my money is actually going to work for me and not be misused, as has been the case with other financial planners, straight to the point, friendly and getting on with the job, no obstacle seems to much for them.

David Wells and team have been professional and sincere in their dealings. Any questions are feedback is provided in a timely manner. In meetings, has put me at ease with his friendly demeanour and depth of knowledge.

David Wells and TCP were well recommended. David has quickly built my trust through straight forward clear recommendations, excellent communication and timely execution.

Authentic and sincere service from knowledgeable people

What a fantastic company to deal with. I have never had such a service to help guide my husband and I . David Wells and the team have been amazing

I’ve been a client of Trinity Capital Partners for some time now, with Russell Provan as my adviser, and I honestly can’t fault the service I’ve received. Everything is explained clearly, and I always feel confident that my finances are being looked after properly.
Russell is patient and professional, taking the time to make sure I understand every step, and the wider Trinity team are always friendly and quick to help with any questions. It’s reassuring to know I can just pick up the phone or email and get a prompt, helpful response.
I wouldn’t hesitate to recommend Trinity to anyone looking for genuine, personal financial advice and ongoing support.

I was with another company for some years and, although I had a good relationship with my contact, I felt things weren't as good as they should be. I blamed Covid for some of that but that was just an excuse. Now David has come along and has pointed out to me why things were not performing, and has breathed new life into my investments and I am looking forward to the future.

I have been a client of David Wells for several years now because I trust him both as a person and an advisor. Trust doesn't just happen, it needs to be built, and David has done that by demonstrating that he understands who I am and what matters to me, and by being open and honest throughout.

In conversation I am heard, respected and my concerns understood. In response, I am given friendly, professional and clear advice. I feel my financial assets are in very competent and caring hands. A significant step up from prior advisory support.

Total support with organising my finances having returned from living outside the UK. I feel much more confident and have complete visibility of my finances. David and Kirsty are always accessible and respond night or day.

We were referred to Russell over 3 years ago to discuss our retirement goals and financial plans. Every step of the way and in the intervening period, we have had regular face to face reviews and general discussions around our pension performance as well as our current and future plans and he’s always available offering professional and personalised advice, even on an ad hoc basis too. This has included meeting up face to face during a recent vacation in Dubai while he was setting up home with family.
During these meetings the information provided regarding our investments is always detailed and concise and gives us the piece of mind that our futures are in safe hands. This has also been reflected in the positive returns within our portfolios during this period.

Russell has been my Financial Adviser for 17 years. He has consistently provided a professional approach to investing my funds and a high level of service. At our portfolio meetings, his in-depth knowledge of the markets, current trends and situations is valuable and informative. He always spends time explaining the rational behind his investment proposals. Over the years, I have been impressed with the performance of my portfolio.