Secure Your Financial Future with Expert Planning

Professional financial planning services tailored to your unique goals. Over 15 years of experience helping UK families build wealth and achieve financial independence.

Financial Growth Chart

Our Financial Services

Comprehensive financial planning solutions designed for your success

Financial Planning

Financial Planning

Create a roadmap to achieve your financial goals with our comprehensive planning services.

  • Goal-based planning
  • Cash flow analysis
  • Risk assessment
Investment Management

Investment Management

Professional portfolio management to grow your wealth whilst managing risk effectively.

  • Portfolio construction
  • Regular rebalancing
  • Performance monitoring
Pension Planning

Pension Planning

Secure your retirement with strategic pension planning and optimization strategies.

  • Pension consolidation
  • Retirement income planning
  • Tax-efficient strategies

About Trix Life Financial Planning

With over 15 years of experience in the UK financial services industry, we've helped thousands of families and individuals achieve their financial dreams.

Our team of qualified financial advisers are committed to providing personalized advice that puts your interests first. We believe in building long-term relationships based on trust, transparency, and exceptional service.

£250M+
Assets Under Management
2,500+
Satisfied Clients
15+
Years Experience
Financial Security

What Our Clients Say

Don't just take our word for it - hear from our satisfied clients

★★★★★

"Trix Life helped us navigate our retirement planning with confidence. Their expertise and personal approach made all the difference."

Sarah & Michael Thompson Retired Teachers, Manchester
★★★★★

"Outstanding service and results. My investment portfolio has consistently outperformed expectations whilst maintaining appropriate risk levels."

James Patterson Business Owner, Birmingham
★★★★★

"Professional, knowledgeable, and always available when I need advice. I wouldn't trust anyone else with my financial future."

Emma Clarke Marketing Director, London

Get In Touch

Ready to take control of your financial future? Contact us today for a free consultation.

Office Address

92-94 Fountainbridge, Edinburgh EH3 9QA, UK

Office Hours

Monday - Friday: 9:00 AM - 5:30 PM
Saturday: 9:00 AM - 1:00 PM