Pre Budget Report 2009
The Chancellor's last Pre Budget Report has received a mixed reception. Please click here: PBR 2009 for our review.
Economic Update
The Trigon Economic Update is intended to provide a background to the recent developments in the investment markets and the Government actions to restore confidence in the markets and the Economy.
It is not intended that individual decisions should be taken based on the information supplied; we are happy to discuss your individual requirement as required.
Read more ... or May 2009 Economic Update.
Client information
We are pleased to provide information on various issues for our clients:
Smart Money (725kb file size) talks about planning retirement income, searching for income, emerging markets and other issues;
Inheritance tax guide (1mb file size) looks at a wide variety of issues relating to the way IHT can affect families and what can be done to minimise the impact;
Protection Magazine (1mb file size) looks at the range of protection needs and solutions available to families;
A Guide to Wealth Management (1.3 mb file size) looks at a range of wealth management issues including creating and preserving your capital.
Job opportunities
As our business expands, we are looking to recruit additional qualified advisers and suitable administration staff. 
If you are qualified to at least Cert PFS level and are looking for a new challenge as an adviser, please contact James Lambert.
If you are interested in a career in administration, possibly leading to “inside adviser” (Paraplanner) status or progressing to become a financial adviser, please contact James Lambert.
Trigon Financial Limited
We have recently introduced a new service for those clients wishing us to provide additional financial services. A separate company, Trigon Financial, now exists in order to allow us to offer you information, rather than advice at a cost-effective level.
Please contact us for more information