As a practice, we focus on truly understanding the individual, their family, their wants and needs before embarking on a journey with them to help build a flexible and adaptable financial plan for their future. We are usually first involved with clients during life changing events such as the desire to retire or a change in work patterns, divorce, death or a wish to pass their legacy on to their loved ones.

We help our clients navigate through the complexities of financial legislation making sure they make use of all allowances and exemptions to their advantage. We discuss the importance of managing investment risk through carefully reviewed and monitored investment diversification. We pride ourselves on delivering our advice in an understandable, non-patronising way; breaking through the jargon and treating our clients with the upmost respect.

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What we do Report

We believe in building relationships, and that trust is the key to making those relationships successful. That's why we put our clients' needs first and recognise that effective financial planning needs to look beyond traditional definitions of wealth. We know that traditionally financial services can appear complicated and confusing.

Our Team Report

Victoria and Nikki have worked together for a number of years before deciding to set up Trilogy Financial Planning. They realised in the early stages of first working together that they had a shared passion for taking a warm, friendly yet professional and ethical approach to their relationships with clients.

Why Choose Us Report

We believe in building relationships with our clients and their other professional advisers, and that trust is the key to making those relationships successful. We build that trust by treating clients as human beings, not numbers; by taking a warm, friendly yet professional and ethical approach to the work we do.

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