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Welcome to TRILOGY FINANCIAL SERVICES LTD
We are an Independent Financial Adviser
Our principle Adviser, Keith Slater, has over 30 years experience in helping clients to plan for what THEY want to achieve.
No complex jargon - just plain common sense and easy to understand advice and planning.
Our Services to you;
- Individual PERSONAL and STAKEHOLDER Pensions and SIPP's and SSAS's
- Small Company Group PERSONAL and STAKEHOLDER Pensions
- LUMP SUM and REGULAR INVESTMENTS - UNIT TRUSTS - I INVESTMENT BONDS - ISA's
- CHILDREN's INVESTMENTS and SAVINGS Plans
- EQUITY RELEASE for clients of age 60 plus
- At RETIREMENT Planning
- Company Director / Partnership / Keyman - Protection Planning
- Employee Benefit Arrangements for Employers
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