Trident Financial Planning Email Formats
Financial Services • 
Wokingham, England, United Kingdom • 11-20 Employees
Trident Financial Planning Email Formats
Trident Financial Planning uses 2 email formats. The most common is {first initial} (e.g., j@tridentfp.co.uk), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@tridentfp.co.uk | 66.7% |
{first name} | john@tridentfp.co.uk | 33.3% |
Key Contacts at Trident Financial Planning
Duncan Forbes
Managing Director | Chartered Financial Planner
Vince Reeves
Chartered Financial Planner And Director
Andrew Wagstaff
Financial Planner And Director
Company overview
| Headquarters | 1 Markham Mews, Wokingham, Berkshire RG40 1AB, GB |
| Phone number | +4413729809 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Planning, Financial Stewardship, Wealth Management Strategies, Evidence Based Investment Approach |
| Founded | 2010 |
| Employees | 11-20 |
| Socials |
About Trident Financial Planning
Trident is an independent, boutique, financial planning and wealth management firm. By working with you, we will bring clarity to your near-term and longer-term financial options and decisions in order to meet your financial plans and aspirations. Our team boasts considerable experience, qualifications and expertise. Just as importantly, we pride ourselves on our company culture and ethics. We deploy sophisticated risk profiling and financial modelling tools and our investment strategies are evidence based and low cost. Our personalised service is designed to work in tandem with your specific requirements and preferences. Our clients comprise individuals and families, together with business owners, predominantly situated in London, Edinburgh and the Home Counties.
Employees by Management Level
Total employees: 11-20
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Employees
Employees by Department
Trident Financial Planning has 6 employees across 4 departments.
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Number of employees
Funding Data
Trident Financial Planning has never raised funding before.
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