Trinity Wealth Management Ltd

We are a firm of Financial Planners and Investment Managers based in St Albans. We take a holistic approach to financial planing working with you to understand your goals, aspirations and financial requirements.

Trinity Wealth Management was founded in 2001 by Jon Cobb and Graham Cleveland. Their fresh approach of offering in depth, holistic financial planning together with a transparent fee structure quickly established a client base. Many of our original clients are still clients today.

Since those early days, the company, staying faithful to the original vision has expand to 11 staff with offices in the north of St Albans. We are within easy reach of both Harpenden and St Albans City centre.

Jon and Graham have always been passionate about making a difference, especially to the disadvantaged and vulnerable in society. In 2006 they established Trinity Ministries Charitable Trust as the charitable arm of the company to see lives changed through charitable giving and philanthropic values. Our clients can use the trust to help with their own charitable giving which means since inception the trust has donated over a £1m.