At Trinitas Wealth Management, we combine professional financial expertise with a deep commitment to Christian values investing. We help you steward your money wisely, ensuring your portfolio aims to deliver strong financial performance while reflecting your values.

We believe that financial success and ethical responsibility go hand in hand. We specialise in Christian investing and financial planning for individuals, families, businesses, charities and churches who want their money to have a lasting impact. Our services include tailored investment portfolios, retirement planning, mortgage and insurance, estate and inheritance strategies, and comprehensive wealth management advice, which are all designed to align with your values while helping you achieve your life goals.

We understand that every client’s life is unique, which is why we take the time to get to know your personal, financial, and ethical priorities before creating a bespoke financial plan.

Whether you wish to grow your investments, secure your retirement, or leave a legacy for future generations, we ensure your wealth works for both you and the wider world.

Key Benefits

·         Ethical Investment Focus – We carefully screen investments to avoid industries such as adult entertainment and tobacco, while actively screening companies for their positives, such as human rights, employee wellbeing and business resilience.

·         Tailored Strategies – Every plan is individually designed to reflect your goals, values, and circumstances.

·         Long-Term Stewardship – We focus on long-term financial planning, helping you make wise decisions that stand the test of time.

·         Trusted Expertise – Our team brings years of experience in both financial planning and values-based investing, offering insight you can rely on.

·         Holistic Guidance – We look beyond numbers, incorporating your personal priorities, family needs, and charitable intentions into every stage of the planning process.

We offer all members from the CSC Buying Group a free evaluation of existing pensions and investments. We help you discover which industries and companies you are funding through your pensions and investments, and how these investments may conflict with your ethical values.

Get in touch with Trinitas - HERE