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Client Area

Financial Services

The financial services team provides investment advice and arranges and effects transactions across a range of financial vehicles, including investments, pensions and life assurance. 

 No Description

 

These services are provided by Trigon Financial Services (TFS) which is a trading name of Trigon Pensions Limited.

It also advises corporate and individual clients on;

  • investment planning and advice

  • retirement and redundancy counselling and planning

  • inheritance and capital gains tax planning

  • life policies

  • keyman insurance

  • critical illness and permanent health insurance

  • personal and executive pension policies 

  • Group Personal Pensions

  • Stakeholder Pension schemes

Financial Services Portal

Existing Trigon Financial Services clients can now view their investment portfolio and communicate with their adviser securely online via the Personal Finance Portal. To register please visit https://trigon.mypfp.co.uk/ or contact the team on 0117 906 4114.

Our financial services are regulated by The Financial Conduct Authority. This means that clients receiving these services are covered by The Financial Services and Markets Act 2000 and may have recourse to The Financial Ombudsman Scheme or The Financial Services Compensation Scheme.

David ColourDavid Gascoigne, Managing Director, is responsible for the provision of our range of financial services.

For further information, please contact David.Gascoigne@trigon.co.uk.