What our clients say

Jed was very knowledgeable and always returned calls.

Our advisor was extremely helpful, he took time to understand our situation and came up with really good individualised options for us.

 Oliver Barker was absolutely excellent, calm, helpful, friendly, proactive, knowledgeable.He had quite a complicated job with us - he had to find two mortgages that worked in tandem and there were some external complications but he handled it all fantastically. Highly recommend.

Jay (Jitesh) Hathi is a top notch advisor- always accessible, great advice, access to products and ability to get things done. I have no hesitation in recommending his services to anyone!

Fantastic service from Sophie, a world apart from our last broker. So glad we found Trinity Financial.

Danny was warm, professional, knowledgeable and personable throughout. It’s been a joy having him deal with this for us. We would not hesitate to recommend Trinity and Danny personally.