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About Us

Tri-money.com is a firm of Independent Financial Planners and we provide impartial, unbiased and objective financial advice, with a view to protecting and enhancing our client's wealth and sense of well-being.

Our approach

Our initial meeting is without charge. Each Financial Coach only works with clients for whom they can have a major impact, if we decide that we can work together then we will build you a bespoke Financial Coaching Plan.

Your Financial Coaching Plan is based on our WEALTH MANAGEMENT FORMULA and our 5-step process; the cost of this plan is £500.00.

If you decide to implement the contents of your Financial Coaching Plan, then further fees may be applicable. These will be discussed and agreed prior to proceeding to the next step on the journey.

Our process

All meetings will be face to face, either via Skype or in our modern offices based in Holbeach in Lincolnshire.

Our Financial Coaching Plan is based on our WEALTH MANAGEMENT FORMULA and a 5-step process:

STAGE 1: THE DISCOVERY MEETING

Complete discovery process – to get very clear on where you are now and where they’d like to go. We’ll examine any of the gaps that need to be filled.

Running the Diagnostics
Before the next step in the process we will run a full diagnostic of your current situation, our recommendations for moving forward and details on our investing approach, if applicable.

We will bring in specialist coaches where necessary from our PROFESSIONAL NETWORK. The Professional Network team of carefully selected professionals, each with a high level of knowledge and skill in key financial areas. Our team of specialists applies its expertise to evaluate all aspects of your financial situation and devise appropriate solutions.

Building the Financial Coaching Plan
This is a comprehensive evaluation of the entire range of financial needs, with our recommendations for moving forward to make the success dream become a reality.

STAGE 2: THE PLANNING MEETING

Presentation of the Financial Coaching Plan – we will go through your bespoke Financial Coaching Plan.

STAGE 3: THE MUTUAL COMMITMENT MEETING

Confirmation of commitment to implement the Financial Coaching Plan.

STAGE 4: 45-DAY FOLLOW-UP MEETING

Organization of account paperwork.

STAGE 5: REGULAR PROGRESS MEETINGS

This a review of progress made and the implementation of advanced plan – We will Review, Monitor and Amend the Financial Coaching Plan continuously to ensure that we are moving forward, to make the success dream become a reality.

Our mission statement is “Simple, Impartial and Lifelong Financial Advice for you and your family.”


Second Opinion Service

Experience has shown us that successful individuals benefit from a second opinion on their finances, to make sure they are on track for a success. That’s why we offer a complimentary Second Opinion Meeting.

In this service, we provide a second opinion. We take clients through our discovery process to get very clear on where they are now and where they’d like to go. We’ll examine any of the gaps that need to be filled and, if they’re in good shape with their current providers, we’ll let them know. Or if it’s more appropriate for us to work with them, we’ll begin that process.

We work only with clients for whom we can have a major impact. If they should consider switching financial advisors and we’re not a good fit, we’ll be happy to point them in the right direction for a financial advisor who can work with them more effectively.

If you would like to find out more about our Second Opinion Service, please fill out the contact form on the right and we’ll get back to you as soon as possible.