Please click on the image above to get the full details from Trinitas Wealth Management
Trinitas Wealth Management helps clients steward their money with wisdom and purpose, combining professional financial expertise with a clear commitment to Christian values. The firm believes investments should perform well and reflect what matters most.
Trinitas specialises in values-aligned financial planning for individuals, families, charities, churches, and businesses. Its services range from tailored investment portfolios and retirement planning to mortgages, insurance, and estate strategies—each designed to support clients’ goals while honouring their beliefs.
Every client is unique, so Trinitas takes time to understand personal, financial, and ethical priorities before creating a bespoke plan. Whether the aim is to grow wealth, secure retirement, or leave a legacy, the firm ensures money works for both the client and the wider world.
Why Trinitas?
Ethical investing that reflects Christian values – avoiding harmful industries while favouring companies that prioritise human rights, wellbeing, and resilience.
Tailored strategies shaped around each client’s goals and circumstances.
Long-term stewardship to support wise, future-focused decisions.
Trusted expertise in financial planning and faith-based investing.
Holistic guidance considering family needs, personal priorities, and charitable intentions.
Exclusive for CSC Buying Group members:
Trinitas offers a free review of existing pensions and investments—highlighting which industries are being funded and where these may conflict with ethical values.
To find out more please click on the Trintas logo above or contact the CSC Buying Group at buy@cscbg.org.uk