Trinity Life Limited

Estate planning specialists based in Gorseinon, Swansea

Trinity Life Limited is a family-run firm working in estate planning from The Old Bank Business Centre in Gorseinon, Swansea. Its stated focus is on Lasting Powers of Attorney, Wills and Probate, presented as services explained in plain language. The firm describes itself as specialists who talk "a language you understand" and offers to meet clients at its office or, alternatively, at the client's home, either in person or virtually.

Core services

The service range listed by the firm covers several areas of personal and business estate planning:

• Lasting Powers of Attorney
• Wills
• Bloodline Planning and Trusts
• Probate
• Care planning
• Business succession

The firm frames these services around protecting a home, savings and business from risks it identifies as future divorce settlements, creditors, bankruptcy and unnecessary taxation. It also states that its estate planning solutions are tailor-made to individual circumstances and budgets.

Asset protection and inheritance concerns

Trinity Life Limited presents its work as a way to safeguard assets for clients and their families regardless of age or estate value. It argues that making a Will and putting affairs in order is a critical task, noting that two out of three people have not yet made one and that some existing Wills may not be correct. For business owners or shareholders, it warns that a spouse, partner or children may not inherit the business share. It also cites an estimate that 70,000 people a year have to sell their homes to pay for care, and points to the risk to future healthcare or financial decision-making if no Lasting Power of Attorney is in place. Probate is presented as a way to avoid high costs for loved ones at the end of life.

Client feedback and reviews

The firm displays a Trustpilot rating of "Excellent" and a set of client comments. Among them, clients describe the service as "absolutely brilliant", "very professional" and "quick and easy", with one referring to Trinity Life as a family-run firm. Another comment names Sarah as having been brilliant. The firm also invites visitors to click the Trustpilot logo to see more reviews.

Charitable pledge

The site states that Trinity Life Limited has pledged £202,963.00 to date in connection with sponsored children, presented under a charity section.

Regulatory status

Trinity Life Limited describes itself as an Introducer Appointed Representative of First Call Group Limited (FGL), with Financial Services Register number 811833. FGL is described as a credit broker, not a lender, authorised and regulated by the Financial Conduct Authority (FRN 753324), offering finance from its panel of lenders. The firm notes that all finance is subject to status and credit checks.