Independent mortgage broker John Charcol has unveiled an exclusive arrangement with Trinity Lifetime Partners, a leading financial solutions planner.
Under this agreement, John Charcol will refer customers who approach them for support in retirement planning, forecasting, investments, inheritance, and estate planning.
John Charcol advisers will continue to provide advice on mortgages and protection from first-time buyers, through to later life.
Lisa Walklin-Knight, operations director at John Charcol said: “We are delighted to announce this arrangement with Trinity Lifetime Partners, which adds real value to our overall proposition and will help our customers access the best possible financial planning advice.
“It’s also great to be working again with Peter Tsouroulla who spent over 22 years as a senior partner at John Charcol.”
Peter Tsouroulla, a partner at Trinity Lifetime Partners, added: “I am delighted that John Charcol and Trinity Lifetime have made this announcement.
“It’s a perfect fit. Trinity Lifetime Partners’ aim to develop robust financial solutions to families, corporates and individuals are so interlinked with a mortgage process and the ethos John Charcol has established as a market leading mortgage broker.”
