Director Advisers
James Lambert
James is married with two daughters and is a director of Trigon. He has extensive experience in all aspects of Financial Planning and is a holder of the G60 (Pensions) certificate from the Chartered Insurance Institute.
“Our clients expect us to advise them on all aspects of financial planning and we are pleased to provide this service within the context of building for a better future.”
Veronica Mann
Veronica is married with two daughters and is also a director of Trigon. She is a Certified Financial Planner. She also holds the Advanced Financial Planning Certificate, including the G60 (Pensions) certificate, from the Chartered Insurance Institute.
“The ‘Wealth Architect’ concept comes from our belief that financial planning is about building and protecting assets with a view to the long-term future.”
Tony Morris
Tony is married with a son and daughter, and is a director of Trigon. He is a member of the Institute of Financial Planners, with a particular interest in Lifestyle Planning. He has extensive experience of all aspects of Financial Planning, and specialises in Retirement Planning, Equity Release, Investments, and Tax Planning.
“The Pyramids are still there after thousands of years; a robust financial plan should be adaptable enough to last a lifetime.”
Adviser
Troy Beck
Troy has been with Trigon since 2001 and has been working within Financial Services since 1991. Troy has vast experience in dealing with all aspects of Financial Planning and specialises in protection, investments, mortgages, retirement planning, retirement options and Employee Benefits.
Troy is committed to building long term relationships with all of his clients and believes that Lifestyle Financial Planning is the key to creating workable, flexible, bespoke planning solutions.